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

To: Grantcw who wrote (23449)	2/27/2006 10:57:19 AM
From: MCsweet	Read Replies (2) \| Respond to of 78814

Chilly Willy, Great minds think alike. I should have posted on this more recently, but I didn't get around to it. I sold middle of last year, but I bought end of last year and recently after I saw news about the buyback. I thought with the buyback and the dividend coming up (and the fact that the stock was reasonably valued) that I had a decent margin of safety. I'm inclined to hold on and see if it runs up a bit. I wouldn't fault you for selling some here, since the stock is illiquid and volatile (and I think your dividend % versus historical is a smart way to look at this). However, the great dividend news in tandem with the stock buyback is very positive. And stocks with large dividends can often trade up into their ExDate. I'd also like to look at the next earnings and cash flows before I sell. If I recall correctly, I think they have an easy comparison versus last year. If we can see this stock with a decent PE and high yield, it might start showing up on other value investor screens. MC