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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (47206)3/27/2012 12:27:13 PM
From: Paul Senior   of 78519
 
I've not known about bank TCBI. It may be too expensive for me at current price. I'll look closer.

Buffett stocks:
Sorry I missed DG at lower prices. I've missed buying many in that discount retail sector (or bought but perhaps sold too soon), and I've looked at all of them. Still hold BIG, which I've mentioned here over many years and in which I've maintained a position, occasionally increasing or decreasing it. These stocks, for me, are all too expensive to be a value buy at current high prices. (Of course, jmo) I have FDO on my list as a buy again if it drops back to $52.

I'm not interested in PG in the current environment of increasing push by retailers of their (retailers') store brands. I'll consider PG for a trade again if price drops back under $60 on a general market decline.
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I've little interest in IBM at this time. I hold a few IBM shares -- a position established about 1996 with an add in 2010. Pretty much just a set-and-forget stock for me.
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