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

To: Spekulatius who wrote (22125)9/23/2005 11:31:50 PM
From: Spekulatius  Read Replies (1) | Respond to of 78638
 
Bought a chunk of PFE today on weakness. PFE is an obvious (maybe too obvious) value pick: PE < 12, FCF yield should exceed 8%. Dividend yield 3%. Risks: blockbuster patent expirations and litigation. The stock trades if there is no growth expected in the foreseeable future. With expectations so low, I am betting that PFE will show some growth which should boost the stock once the negative sentiment diffuses.
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To: Spekulatius who wrote (22125)10/14/2005 10:54:49 PM
From: Spekulatius  Read Replies (1) | Respond to of 78638
 
Added some more TYC to my starter position on todays weakness. Main attraction to TYC is it's FCF which exceeds it earnings (Capex is less than Depreciation and amortization) due to overinvestment in the past. i calculate FCF of 4-4.5B$ which yields a FCF Yield between 7.5-8.5%. Security, healthcare,electronics and components business all have leading market shares and the weaker plastic division will be sold.


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