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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (57548)	7/16/2016 7:57:36 PM
From: E_K_S	Read Replies (2) of 78715

Re: NSRGY I have been waiting to get back into this position after I sold my position 5/2014 @ $78.13/share. I had to go back and look at the dates. I first bought this based on Spec's value suggestion and that was back in 8/2011 @ $62.07/share. So, I held it for three year and got a compounded annual 8% return. Not bad. I see in 8/2011 I also bought LLY at $37.41 and unfortunately I sold that but it's annual compounded rate to date (5 years now $80.22/share) was over 16% annualized. Probably my best Buys were in the 2006/2009 period in the large Pharma stocks MRK, PFE & LLY. I have held PFE & MRK w/ a few small sales in 2010 and 2012 & 2014. It would have been best to just hold all three, collect those dividends as all are at/near all time highs. FWIW, I still have NSRGY on my watch list w/ a Buy at/below $68.00/share. I am looking at DE as a value Buy at/below $80.00/share but mainly because of it's steady growing dividend which would yield 3% at that price. How times have changed where a 3% dividend makes my value buy criteria. Cummins Inc. (CMI) w/ it's 4.1% dividend and low debt to annual net income is another one that has made my Buy watch list. Good Investing EKS

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