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

To: Paul Senior who wrote (33481)	2/11/2009 12:10:20 AM
From: Spekulatius	Read Replies (3) \| Respond to of 78670

PEP (49.3$) &PG(51.25$) , HOO(3.82$), EONGY (31.3$), HRC (12.36$) Picked up more PEP and PG Ditto here. I rebought some PEP sold off a few days ago and also added to my PG position. Also rebought some HOO. Cheap water play. Decent earnings report. Also added to my old friend EONGY. Trying for safe rinse and repeats here. It's not clear to me why the market sold off that much - it seems very much like an overreaction. I also bought some HRC yesterday. This is a spinoff from Hillenbrand (ha- my expensive addiction to spinoffs yet again). it looks washed out, earnings estimates for this year are way down to 0.8$-1.2$). HRC is in the medical sector and sells hospital beds and other stuff. Good business until the credit crunch hit hospitals. I am betting that they will come back and I also think that they are prime takeover fodder. I am shooting for some USB tomorrow if the panic continues.

To: Paul Senior who wrote (33481)	5/11/2010 10:11:23 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78670

Wallace Rivers. A Heinz sale now to free up cash appeals to me as well. I'll place an order to sell some from my ira and taxable accounts.

To: Paul Senior who wrote (33481)	2/17/2012 4:45:01 PM
From: Paul Senior	1 Recommendation Respond to of 78670

OT? Heinz surprises with better-than-expected 3Q earnings. Emerging market results overcame lackluster USA results. Stock rises to near its 12-mo high. "Heinz now sees full-year per-share earnings of $3.27 to $3.29". online.wsj.com I'll just arbitrarily tack on a 10% earnings improvement for HNZ for the following year. P/e would be $54.47/$3.62 or 15. At a p/e of 15 I'm indifferent to the stock. I decided I'll just close my stub position today and average up on my few Emerson (EMR) shares. I like EMR for a reversion-to-mean play (forward p/e now is relatively low (i.e. relatively to EMR previous years) at about 13, per Yahoo). I'm guessing that if stocks in general are going to move up, it'll be because of multiple expansion and not so much due to great increases in revenues and/or earnings. That is, in a continuing low interest rate environment, I am hoping for a general market p/e expansion.