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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (64067)	5/24/2020 10:31:13 AM
From: E_K_S	Read Replies (1) of 78705

TER Forward PE is around 17.5x similar to EMR. It is still not clear if either are out of the woods on reducing estimates from their auto supply/parts side from the Covad-10 impact. From 2/3/2020 article Robotics & Automation Teradyne to build ‘world’s largest’ collaborative robotics hub at a cost of $36 million 17 PE's not too rich but perhaps for this virus event s/d price these company's 10%-20% lower reflecting the impact to their auto part division and reduced revenues. Those revenues may not recover until middle 2021. FWIW, my Buys now are very small (25 shares) since little/no brokerage fees. I like to average into a price and buy more on every 1% decline. At some point these large cap industrials s/d return to their mean price and reflect PE's accounting for their investments into future growth technologies. A 'rich' valuation is no earnings large growth and burning cash. My portfolio has been lacking in technology stocks and trying to identify those larger companies w/ good balance sheets, R&D in new technologies and management making moves to develop products/services for this next wave of AI/robotic manufacturing. Still earnings very important. Honeywell is one I have owned for over 10 years and is a good example of what I am looking for. EKS

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