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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (29220)1/11/2008 12:16:01 AM
From: Spekulatius  Read Replies (3) of 78702
 
DIS - managed to add to DIS below 30$ a few days ago. I think it fits nicely into the quality stock theme that Jurgis was decribing when i mentioned I sold JNJ (which so far is my loss).

I think it's a good idea to look at stocks with the following characteristics:

1) Large cap
2) Resilient to economic weakness
3) PE < SP500
4) Strong FCF
5) Profit growth >/= SP500 for the next 3 years
6) Strong balance sheet / low leverage

So far DIS and CAH fit the bill for me and i bought them recently. AIG (which i own also) looks good except that it's a financial (although I think their debt is good),GE and CSCO are maybe's and strange enough I think that EBAY almost works too (except the PE which is at a 20% premium to SP500).
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