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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50269)	2/1/2013 1:49:36 AM
From: Spekulatius	1 Recommendation Read Replies (1) of 78464

Added just a few shares of GLW to my existing position. I pretty much agree with this article: seekingalpha.com GLW is what somebody more articulate than myself called a "multiple pillar value". The pillars are low PE (<10), dividend yield (3%), trading below tangible book (~13.5$), strong balance sheet with 2.5b$ in net cash and attractive new products like Gorilla glass,life science products, cats and many others. This is offset by Cyclical and t some extend structural weakness in the very important Display glass business. I think the combination of the value pillars at least for me, is enough to offset the concerns about the short term issues around the display business. I will likely add more if the stock falls back to 11$ or below, everything else being equal.

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