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Strategies & Market Trends : Value Investing
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To: KyrosL who wrote (47990)5/16/2012 10:40:33 AM
From: Dennis 3  Read Replies (2) of 78451
 
I have been buying more of SVU. The sell-off was kind of expected with it leaving the S&P500 index and firms were required to sell. Also, general market sell-off. This one is selling at ten year lows p/cf, p/s etc. and business is not that bad. Looking at operating cycle this is not going bankrupt.

FWIW, also buying more of BTU
GM - tons of cash, pinned-up demand. Con -pension shortfall, but I am not to concern since this operating debt with no interest or principal payment and will remain with the co forever. This co is not going away.
DE - I use to work for this company and it is well managed. The changes they made in the late 80's through the 90s made it a efficient that anyone could run this company. Also, there is a need for more food globally, hence more farming. This one is more of Buffett stock, but buying as it sells off.

tlb - is another company like AVP that receive a buyout offer.
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