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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (55301)5/30/2015 11:21:58 AM
From: E_K_S  Read Replies (1) of 78704
 
Re: Quality Systems Inc. (NASDAQ: QSII - Started small position @ $15.84/share
Ampco-Pittsburgh Corp. (NYSE: AP) - Added to my small position @ $15.75/share

(Note: HedgeMind.com is a new site that shows the major holdings of large hedge Fund investors)

I started a new positions in QSII and added shares to my AP holdings. AP is a value play and QSII is a GARP play. Both pay a 4% dividend. Value investor Joel Greenblatt bought more QSII in 3/2015 at/around $16.00/share.

Below you will notice that Mario Gabelli is a large holder (a value 'activist' investor) in Ampco-Pittsburgh Corp. (AP). He is in his position at/around $19.00/share. AP has a BV of 19.67/share according to Yahoo Finance. My avg cost now is around $16.00/share.



EKS
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