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Strategies & Market Trends : Value Investing

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From: Shane M	8/12/2011 6:25:44 PM
	1 Recommendation Read Replies (3) of 78739

HI all, deployed a bit of cash today on what seemed to be stronger than expected economic numbers in jobs/consumer spend. As most are aware most of my watchlist lives in the Greenblatt universe, but opened new positions in NEU - Newmarket - fuel and lubricant petroleum additives. PE @9.6, Div 1.6%, recent 20+% rev gro. some nice long term trends on this one. MFB - Maidenform brands - women's intimate apparel - PE @11.6. probably a 15% rev grower. recently upped guidance. current period earnings were dinged from a lawsuit settlement. ASML - ASML Holdings - semi-equip - 6.8PE, 1.6% div, projected slowing growth is concern. MED - Medifast - PE @11.5. Diet/Health products. rev gro probably 10-15+% going forward. I recently traded this one and it's back near a low. cash generator

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