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

To: E_K_S who wrote (27711)	8/10/2007 3:43:51 PM
From: epicure	Respond to of 78710

I bought some IIJI for international exposure, and SLT (sub 15 though, it's up now), and some TTM. I think they can all be considered value plays- and Dale on the 50% thread likes IIJI, or did like it.

To: E_K_S who wrote (27711)	8/10/2007 3:53:55 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78710

GE. Always an issue of how long somebody would be in for. Forward p/e is very low. Maybe a buy-and-forget stock. My feeling is that at current price okay to buy for ltb&h. OTOH, seems to me for somebody like you, who is alert/active in the markets, you can/could find better bets that will do better in short term and long term. I have GE. I'll hold, and I'd add closer to $30 than I would be a buyer now (at $38.27). I have a Vanguard annuity that holds a Vanguard International Fund. I'm satisfied with this Fund's performance over the few years it's been in the annuity. (I'm not saying it's a super duper fund compared to other international funds from other fund managers. I just don't know. Only saying that by my standards, it's been okay for me so far.)

To: E_K_S who wrote (27711)	8/10/2007 6:46:20 PM
From: Tapcon	Read Replies (3) \| Respond to of 78710

EKS, FWIW, The Schwab Equity Rating for GE since Aug 3 is a grade of D, meaning Sell. (Schwab Equity rating system has performed very well relative to other systems in the last few years.) The system is based on several criteria for Fundamentals, Valuation, Momentum and Risk. For this week and last, GE got poor scores on the following fundamentals that are given a high priority: Free cash flow generation and growth; efficient mgmt of capital; and ability to fund capital. In the valuation section, high importance is attributed to balance sheet valuation, for which GE received a Neutral rating. However, there have been recent purchases by informed investors, another valuation category ranked as Medium in importance. GE received a high score there. (So you seem to be thinking along the same lines as other good informed investors here!) In the momentum category, I read you as not too interested in that category, but, FWIW, GE gets a mixed review there. In the Risk category, defined as Company size and stability, and weighed as Medium in importance, GE gets high marks the last couple of weeks. I had entered GE a month ago for the very reasons you had mentioned: blue chip with great international exposure. And I believe a positive Barrons article. Got spooked this week during the downdraft and sold off after checking the Schwab rating.