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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (55510)	8/6/2015 11:00:11 AM
From: E_K_S	Read Replies (2) of 78671

MDU Resources Group Inc. (NYSE: MDU) - upped position by 100% w/ buy @ $16.85/share Tortoise Power and Energy Infrastructure Fund, Inc. (NYSE: TPZ) - started position in this fund; monthly payer 7.5% yield Merge Healthcare Incorporated (NASDAQ: MRGE) - Buy out offer from IBM @ $7.13/share Upped my position in MDU w/ a buy @ $16.85/share. GN valuation calculator shows stock now 5% undervalued. I like their JV deal(s) w/ CLMT and now a 4% div payer. TPZ selling off from all the selling in the MLP infrastructure sector. Started a position in this fund after selling out last year @ $28.00/share. Current div yield is 7.5%. FWIW, I had low ball GTC order in at $21.73/share. It got filled at the open from a desperate seller. The best way to buy this fund is w/ low ball GTC order based on div yield. I use this fund as a source of funds and peel off shares at/above $27.50/share when the yield drops below 6%. Merge Healthcare Incorporated (NASDAQ: MRGE) got a buy out offer from IBM at $7.13/share. I sold 50% of my shares as the value proposition for me is now w/ QSII. Companies have similar technology but I bought position in both companies. The smaller higher priced company got the Buy out (ie MRGE) so, QSII may/could eventually be in play as the entire market begins to consolidate. QSII continues to sell at/near multi year lows as they are transitioning their software platform to the cloud. As a result their software/service revenues may not grow like in the past. EKS

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