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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (48612)	7/8/2012 9:54:37 PM
From: Sergio H	1 Recommendation Read Replies (5) of 78711

Hi Nik. Thanks for your comments on LAZ, BX and ABT. On ABT, its trading at multi year highs. I think the spin off is priced in and I will be selling. MRK I think is about to hit its head on the ceiling so I will sell it as well. Perhaps investors looking for div. returns have pushed stocks in this sector up too much. LAZ, you're right. They manage assets and have been around for over 100 years. They don't have the risk or the capex involved in other financial activities. It's a simple business plan. They make money when there's mergers and acquisitions. The co. has been reducing costs and....well, here's Barrons take: online.barrons.com BX - I like their strategy of buying foreclosed property and becoming landlords. I don't fully understand some of their business and cannot properly evaluate this investment idea. The chart is not attractive either. But the div. is not bad. This is probably not a good idea but I bought in.

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