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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (47821)	5/5/2012 3:16:37 PM
From: Paul Senior	Read Replies (1) of 78673

EKS, my opinions on some tech stocks, fwiw. INTC at p/e of 10x for tech "chip" stock might be a sell for me for a few shares also. P/e 10 and its high roe (on stated bv) otoh, seems like a hold/buy. Back otoh, that high roe I'm looking at has been in past three years. Before that it was much lower for a few years. (So I'm not so sure of sustainability of its roe.) Result, I may follow you and sell a few shares if stock hits your $30 price. I haven't looked at SNE. MSFT is a hold for me. I'm holding ORCL. Waiting for trial outcome to see if I might add more shares. Might add to AAPL if it drops back a couple dozen more points. My latest tech stock buy was a recent small purchase of AVX. Dull company --- punk roe, not particularly cheap on p/e, not much growth in bv (stated bv),. Otoh, sells slightly below stated bv now. I suspect not much chance of large stock rise; otoh, maybe not a great chance of large stock loss either. Perhaps it's okay for me; I wouldn't recommend it for anyone else though.

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