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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/12/2015 10:52:49 AM
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With Dow down yet again (now about -246), I make the following adds to positions: A little more: SIMO, AIG, TARO, BABA (although maybe YAHOO is the better representative for BABA) Notes: SIMO: growth, relatively low p/e and relatively high roe (metric I like ala Greenblatt); has cash no ltd AIG: looking for continued improvement in stated bv and consequent share price rise TARO: p/e 10 is reasonable imo for this type pharma company BABA: pundits now beating up the company for slow/slowing growth. (WSJ: "...there is not much here for investors to get excited about. The long descent for Alibaba shares looks set to continue.") Behemoth company though that doesn't seem likely to me to go away. Company buying back shares, making acquistions, and has wherewithal to do more. I'll try to hold 2-3 years to see if BABA can grow into its declining p/e. finance.yahoo.com

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