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


To: Paul Senior who wrote (26883)5/23/2007 2:18:37 PM
From: Madharry  Respond to of 78618
 
I just sold my sasamat shares i had in the etrade account for $5.20 us. I pretty sure i made some money on the deal, and I dont trust etrade anymore do anything other than buy and sell.



To: Paul Senior who wrote (26883)5/21/2008 12:16:27 AM
From: Paul Senior  Read Replies (1) | Respond to of 78618
 
Fwiw, I'm still holding AUTNF.pk and GOOG. One of my heuristic value models still tells me I can make a case for GOOG to be bought between about $500 and $1000. I'm going to stick to my outlook for GOOG as a buy up to $750/sh. for '08. Higher for '09 if '09 earnings start coming in at consensus '09 Yahoo number. The basis of this model is reported average profit margins, and I am assuming profit margins will at least hold at current level.

Pretty out there saying GOOG is some sort of value buy. On most measures, it's not a value stock. For me, obviously with all my positions, I am looking to include stocks in my portfolio, not exclude them. So I am willing to consider GOOG.

For GOOG I'll go with my model, at least for now. I've added a few more shares to my GOOG position today.