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Strategies & Market Trends : Value Investing
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From: Paul Senior9/19/2007 12:05:54 PM
  Read Replies (3) of 78742
 
Buying some,selling some:

Trimming BIOS:

Message 22891921

Trimming MEDQ:
Message 23361313

I'll reduce position in television broadcaster GTN more. Hoping I'll have chance to reenter at lower prices before the big election campaign advertisement monies move into these stocks.

I'll up my losing position in Steven Madden Shoes (SHOO) now. I see these women shoe designers as fashion-in (with stocks up) or fashion-out (with stocks down). A cycle in which I am hoping that I am buying at the down part for the positive when/IF the designers get the styles right.

I'll reenter KG (King Pharmaceuticals). Serious patent problems with its top selling drug, according to media reports. It's not a one product company though, and it's been profitable 9 of past 10 years with generally good (imo) profit margins. The current p/sales ratio is relatively low, reflecting the stock price near 12-mo lows. I'll take a few shares now with intent to add more if stock drops further on no further adverse news.

I'll step up and start an exploratory position in container ship company, Seaspan (SSW) now. An aggressive company intending to seriously upgrade number of ships they control. Apparently they are going for very long term charter contracts. This to provide rising cash flows for an increasing dividend stream (if I understand what they are intending - and I may not). Not much history to the company. Profit margins seem to be good though (which they very well should be with a p/sales ratio of 11:1), and there's a current 5.5% dividend yield. This stock might work for me; I'd not call it a value stock though.

finance.yahoo.com
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