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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33390)	1/31/2009 12:13:59 AM
From: Spekulatius	Read Replies (2) of 78753

JST -followed you into that one. It's cheap, probably risky, has a decent balance sheet and may actually one of those companies that benefits from infrastructure spending. I also added some NSRGY (my favorite consumer staple). I also like PG here and may establish a position. i remember i looked into this stock way back then, must have been in the late 80's. It was trading at a 12-13 PE then not that cheap and boring. i bought Prime Computer instead which was what I thought in a short term funk and in the Minicomputer growth Industry. Well there is something to be said about investing in a strong company with products that do not become obsolete. I don't recall how he Prime Computer play turned out but I didn't rode it to zero. I think at some point tit did bounce back somewhat and I sold. PG trades at about the same PE then in the 80's so i think it is cheap here and I bet it will trade higher twenty years from now.

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