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Strategies & Market Trends : Value Investing
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From: Paul Senior9/11/2013 3:15:42 PM
1 Recommendation

Recommended By
tsigprofit

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I'll follow Mr. Icahn with a couple of buys:

Added to AAPL with stock down 5% today. Low p/e, high roe. I am looking to the company to make its big stock buyback.

Bought a few shares of American Railcar (ARII). As of right now -- until maybe the cycle turns -- relatively low p/e and relatively high roe. RAIL, from EKS's watchlist, might also be a buy - maybe a better buy (cash, no ltd, small div). For now, I'll reenter (having sold TRN last month) with Icahn's ARII pick.

finance.yahoo.com
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