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

To: E_K_S who wrote (31656)	7/31/2008 9:09:18 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78618

E_K_S, GLW: For most of the stocks I buy, I don't have a price expectation. I hold them while they offer a reasonable expected rate of return and sell if/when they no longer do (or there is significant business deterioration) Right now, IMHO GLW offers significant opportunity. It is a bit tough to evaluate, since they have one time gains both in Q1 and Q2. But even by taking the non-GAAP earnings number before extraordinary gains, it is IMHO quite undervalued. There may be some psychological selling pressure next year when YoY numbers will look bad because of lack of one time gains. Of course, with all the side ventures, there may be other "one time" gains too. :) Thanks for the information about Hemlock and filters. Unfortunately US has very few passenger diesels for sale (not counting trucks). I thought about buying one, but the only available was VW and VW had too many problems in last couple years for my liking. :( Not that this will affect GLW filter business. :)