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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (48621)8/24/2012 5:36:15 PM
From: Madharry  Read Replies (1) of 78703
 
interesting choice of language as HPQ is one of seth klarmans largest positions. I was convinced that with a 3% dividend and 14% free cash flow yield it was cheap enough now. I believe there is no reason they cant figure out a way to be innovative as a company generating that kind of cash flow. if not i think they can survive long enough for me to get my money out in dividends and share repurchases.
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