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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (48639)7/24/2012 4:23:01 PM
From: E_K_S  Read Replies (1) of 78746
 
Pfizer Inc. (NYSE: PFE)-
Peeled off a few of my high priced shares (about 15% of shares) Still a top 10 position in the portfolio
Armanino Foods of Distinction Inc. (Other OTC: AMNF)
Sold 2.5% of higher priced shares but have a standing order in to sell up to 20% at current prices.

goo.gl

Booked some PFE profit as it hit near it's EKS$ value of $23.50/share. This is a hard one to determine fair value as their TBV is negative because of acquisitions. But using BV $11.11 and EPS of $2.21 my EKS$ is $23.50. Stock is near it's 52wk high too of $23.87.

AMNF continues to be a good hold. They have paid a quarterly dividend for over 10 year of around 5%. Company continues to post higher revenues w/ last quarter exceeding all record sales. This is my first small sale since my first buy in 10/2011 at $0.64/share. I sold some of my high priced shares that allowed me to book a small profit.

I am a net seller for most of my stocks as I see world economies contracting. There are still special "value" situations but I have to have some very compelling arguments for me to commit new monies at this time. GLW, ABB and MHR are near my buy targets but for me, no hurry to accumulate more shares and/or start a tracking position (in ABB) at this time.

EKS
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