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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (53983)6/7/2014 10:19:08 PM
From: Brian Sullivan  Read Replies (1) of 78627
 
EKS, Yes I also am watching Intel as it is making new 52 week highs. I am not inclined to sell it until it sells for a market multiple or if I can find a more compelling value in the tech sector. My target would be $31.50, The other reason is that it has a nice 3.2% yield, so there no need to sell unless you anticipate an earnings decline.
Analyst are negative on Intel because they make chips for PC's but I think that their new chips are going to sell very well in products this fall (laptops and tablets)
I previously owned AMAT,buying it for ~$11.50 in the fall of 2011 and I sold it for about $19 in the fall of 2013.

I find almost all of the auto stocks to be selling at attractive values. I own GM, F and TM. Lots of bad headlines but all of these companies are growing earnings by >10% and have very low forward PE's and pay 2-3% dividends. Again they are out of favor because everyone wants to sell before the next downturn, which I don't see happening in the US for 12 months or more.

I also find the ocean drillers to be attractively valued with high dividends. I have ESV, SDRL and PACD. Sure the US doesn't need any new offshore wells these days but Mexico, Brazil and Africa will keep these newer rigs fully utilized.

I did own CAT which I bought for $81 last year in June, but I sold it this spring when it reached $100. It doesn't seem attractive at the current price to me.

Money center Banks and Insurance stocks also are inexpensive these days.
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