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

To: Jurgis Bekepuris who wrote (32603)	10/24/2008 5:07:22 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78753

Whether out of cowardice, fear, lack of money...I'm willing to wager on some stocks only a few shares at a time as they fall. But when you intend to buy a couple of shares of Cisco ("two shares of CSCO") that is REALLY a few. I hadn't considered going that few. -g- Although...with the continual losses I'm seeing, maybe if I'm buying, buying only two shares at a time of any of these stocks IS the better way to go. (Too bad there are commissions that have to be considered.) -g-

To: Jurgis Bekepuris who wrote (32603)	10/24/2008 10:57:25 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

Jurgis, my comment to a couple of large moat/ tech stocks. i think those stocks will outperform because the have key products that people/companies will not do without, IMO CSCO should do OK. Maybe it's not cheap enough but i think it will come out of this downturn even stronger. I think they will see spending coming back first as well and they generally have excellent balance sheets. INTC - similar situation - pays you a little (3.8%) while you wait.AMD is greatly weakened, they have the playground for themselves again. TSM - also a powerhouse - I was stepping in yesterdays but was too chicken and sold (and consider myself luck with a very small loss). Next month numbers should be horrible since many of their foundry customers will put the feet on the brakes. but this will pass and if they get clobbered their competition will get even more so. TSM is the world wide leader, has a cash rich balance sheet and should do OK. I will wait a little to get back in - maybe after their earnings announcement ina few days. TSM also pays a nice dividend (although there is not guarantee that they will hold the dividend) MSFT. I like it and I own it. EMC - under consideration. Looks cheap but moat is the weakest of this group, IMO. EBAY. trades with the valuation of a retailer but still shows grows due to Paypal and Skype. Excellent balance sheet but they do need to reinvent their main product (EBAY marketplaces). High FCF yield and good balance sheet. I own it as well and recently bought more.