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

To: Paul Senior who wrote (31729)8/16/2008 7:25:36 PM
From: Bridge Player  Read Replies (2) | Respond to of 78667
 
I'm interested in those who buy tracking or partial positions in a value stock.

After you've established such a position, when does it become attractive to fill it out to a full position? If the stock goes down more, but the fundamentals look even more attractive? If it starts to go up and breaks thru overhead resistance? If they release an earnings report that seems to herald further good news? Any specific percentages that come into play?

I'm looking more for general philosophy rather than specifics.



To: Paul Senior who wrote (31729)10/1/2008 12:39:04 PM
From: Paul Senior  Respond to of 78667
 
Adding very small to my very few Eaton shares.

P/e under 8 very low compared to past ten year's yearly average. Lowest p/sales in eight years. Forward p/e (per Yahoo, 12/09) is 6.5. Perhaps that p/e outlook needs revision upward, given latest poor manufacturing numbers government has issued today. Stock's at a four year low, so some of that is already in the price. Dividend yield is 3.7%.

eaton.com

finance.yahoo.com


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