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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (37671)	5/14/2010 4:59:13 PM
From: Paul Senior	Read Replies (2) of 78702

Tech stocks. Wrong though I've been, I maintain my claim that GOOG fair value is $700/sh (if profit margins hold up). With GOOG shares today at $501-$502, I added to my position. Also, fwiw, I entered QCOM today for the first time. I'm looking at it as a reversion-to-mean play, not a value play. Analysts expect continuation of earnings uptrend. The average earnings estimate for 9/'11 is $2.52, and on current stock price, that'd make the pe under 15. Whereas in past, stock has traded for 20-30 p/e. I'm betting that if things unfold as the average QCOM analyst expects (although that happening is no sure thing), then the stock will move up from current apparently-depressed levels. finance.yahoo.com

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