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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (45241)	11/4/2011 2:52:08 PM
From: Dennis 3	Read Replies (1) of 78753

You are right the last ten years has not been good for tech stocks. i like hp because: 1. 35% earnings growth last 5 yrs. 11% last 3 yrs(due to questionable acquisitions of lower margin business-eds 2. current earnings yield 17% 3. 126B Rev 51B Market Cap manageable LT debt/EQ. 4. New CEO $1 salary but bonus if she meets certain economical goals, also the option to by over 1million shares at $23.96. more incentive to increase share price 5. John Paulson bought 1Billion worth of shares earlier this yr at a much higher price. cash cow is printers but also keeping pc business... building up services business I have to admit i brought this up before and bought in when it dropped to $22. Paul Senior thanks for the VLO recommendation, bought it at around 17-17.50. I have been buying into GNW last few months and it popped today(Lucky). I have a hard time valuing genworth's insurance/mortgage business does anyone have any comments. such a discount to BV and the company is raising cash through australian ipo to buy back shares

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