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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (27377)8/10/2007 1:10:27 PM
From: E_K_S  Read Replies (4) of 78704
 
Added to my MOT position at $16.60. It seems that I keep buying at lower prices. I now have 1/2 of my position established. Hopefully the stock will stabilize and next year MOT will be selling in the $20's. The dividend pays 1.2% which is better than nothing. Most tech companies pay nothing. I own NOK, PLT Intc, MOT, BRCD,LSI,VRGY, HWP,SUNW and A as my basket of high tech stocks. They make up about 10% of the taxable portfolio.

I plan to peel off shares of my NOK which I bought in 2005 (around $13) that is now trading at the upper end of its value range (over $30). Before I sell, I want to add some other international stocks to maintain my foreign stock exposure.

Any suggestions on a pure international play? I have been adding ABB but it really is not a true value proposition. I have been thinking of GE as it has a large percentage of its sales outside the U.S.. I do not particularly need a high tech company but thought there might be an international player that participates in the global infrastructure build out.

EKS

FWIW, I doubled up on WON at $2.95 as the sell off was not warranted. Their sales are down as expected and management maybe sees them stabilize by Q4. They are still free cash flow positive (about $1.00/share) and if you discount this over the next several years, its worth between $6-$8 per share. The key is if things have stabilized or not at these much lower revenue numbers.
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