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Strategies & Market Trends : Value Investing

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From: Paul Senior12/28/2012 6:05:49 PM
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With market continuing its drop (today: -158 on Dow), I am starting to get some fills:

Fwiw, adds to France Telecom (FTE), retailer BBBY, and Canadian e&p PWE (ex-div today, I believe).

If we go over the fiscal cliff and into a recession, I'll again be favoring entertainment stocks. With that, and late that I might be in buying the stock, I decided to step up today for a few shares of Vivendi (VIVHY) for its strong music and video games businesses.
finance.yahoo.com

I missed almost all the big pharma stocks that have had such good stock performance in 2012. I'll step up now though for a few shares of Glaxo. Forward p/e about 11, with a >5% yield. Buffett or surrogate has reported a very small position in GSK.
ycharts.com
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