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

To: Jurgis Bekepuris who wrote (32455)	10/14/2008 5:59:06 PM
From: John F. Poteraske	Respond to of 78748

Yearly EPS growth, but next quarter you are correct about no eps growth. No doubt this could go lower especially if overall market goes back down near lows(sp500 ie 900). From July Release: "the Company intends to repurchase at least $5.3 billion of its shares, subject to market conditions. This represents an increase of at least $1 billion from its previously announced intention to spend $4.3 billion in share repurchases in 2008. As of the end of the second quarter, the Company spent $2.9 billion repurchasing its shares in 2008" Company raised dividend earlier in year(may) from $1.50 to $1.70...payout ratio is below 50% I think steve f. showed at 46%

To: Jurgis Bekepuris who wrote (32455)	10/14/2008 6:05:57 PM
From: gcrispin	Read Replies (4) \| Respond to of 78748

Speaking of cheap, GU has two dollars in cash and trades at 3.27. EBIDTA to Enterprise value is 2. The company has no debt and distributes a dividend. The biodiesel company has a dominant position in China. So who is drinking the Kool-Aid here? I've been sipping at these prices. finance.yahoo.com library.corporate-ir.net

To: Jurgis Bekepuris who wrote (32455)	12/13/2008 12:03:05 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

PEP, MCK, CAH, TMO COV - bought a few shares in PEP today. It's the first time I own this stock, it always seemed too expensive. it's still not cheap at 13x forward earnings, relative to the market - however when comparing I have to consider that forward earnings for most companies are very uncertain and much less so PEP. I sold UL a few days ago at 23$ - the stock seemed to max. out at this price. I plan to replace UL with PEP and maybe NSRGY if the market cooperates. PG still seems a tad too expensive to me, also it's also very safe. The pharma/hospital distributors seemed to gain some strength ever since ABC confirmed earnings. I would think that this business is resilient. I am overweight this sector and holding. I noticed some recent weakness in medical instrumentation - TMO COV and others are fairly weak. I think it was WAT earnings warning that brought the sector down. I like the business and keep the companies on my watchlist for a possible entry. biz.yahoo.com