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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: hoyasaxa who wrote (20045)	11/12/2004 10:14:30 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78597

I agree, I own INTC and would not be a seller now. Sold MSFT and MLS today. I just don't think MSFT's valuation right now is attractive - rode it from 24 to 30. Missing out on the $3 cash div. means nothing to me, it will trade down accordingly. As a talking head said on CNBC today, the fact that they are throwing the $3 shareholders' way says they don't see anything better to do with the money. With MLS, I thought I caught a pretty good spike when the stock was up $1.50. Unfortunately, it went up another buck and a half after the sale. Still, buying at about 41 and selling at about 58 plus div. isn't too bad in about six month's span. Still like fallen angel KO at these levels, IMHO acting well in the face of bad news.