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


To: Paul Senior who wrote (20495)1/20/2005 8:02:37 PM
From: Wallace Rivers  Read Replies (2) | Respond to of 78702
 
Perhaps some opportunities have been created recently.

I've owned IGT since 1990, the best buy and hold (with modest sells) I've ever had. It's gotten walloped since its highs, especially today. Strong cash flow generator, has increased the div. twice recently, a lot of analysts call for another one in the near future. The Street hated the forward guidance today. I still like this financially strong category killer, especially at these prices.

Looking at TLB, ISIL, have recently purchased SYMC, which I think is a superb company with exceptional management. I think VZ has become undervalued at these levels with a large dividend kicker.