Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (34625)	5/30/2009 12:35:49 PM
From: Paul Senior	Respond to of 78613

Some nice moves in SNDA and DCE in past few months I see (3x & 4x) finance.yahoo.com

To: Jurgis Bekepuris who wrote (34625)	5/30/2009 3:00:21 PM
From: Madharry	Read Replies (1) \| Respond to of 78613

my ira potfolio is up 39% ytd after being down 61% in 2008. It was and is heavily focused on small mining and energy stocks, and the liquidation of wm and bankruptcy of apex silver and ceasing of operations of mogif hurt quite a bit. My cash portfolio might have done even better in 2009 as its now down less than 10% since June of 2008, despite sustaining big losses in aib, chk, coswf, and wm preferred. I have made almost no changes in my ira portfolio over the past year I continue to own almost everything I owned in 2008. I continue to like Detour Gold, which merged with pelangio, slw, chk, coswf, and pwe. But I am more diversified now and am looking to expand my ag portfolio which oncsists of dba, cresy, gfre, and feed now.

To: Jurgis Bekepuris who wrote (34625)	6/2/2009 6:27:14 PM
From: Oblomov	Respond to of 78613

Sold all of GLS, GS, WFR, NBG (thanks, Dale Baker), DFT (thanks, anializer) and some of EWZ, IBN, and RSX. I may reenter any or all of these at the right price.

To: Jurgis Bekepuris who wrote (34625)	6/25/2009 12:24:24 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78613

My top 10-ish positions in no particular order: GTE, HRP-D, BRK, RBS-N, GPOR, OXY, GLW, CHME, NOK, WH. They comprise about 40% of my portfolio.

To: Jurgis Bekepuris who wrote (34625)	7/30/2009 12:04:41 PM
From: E_K_S	Read Replies (2) \| Respond to of 78613

Hi Jurgis - I picked up a few shares of NOK to add to my current position. I noticed that back in May 2009 this was one of your top five positions. My last sale on NOK was 10/2007 at $38.00/share, so I feel lucky that I can add back to the position at $13.15 in July 2009. My last buy on NOK was on 2/27/2003 at around the current levels $12.70/share so to me this seems like a good entry point. The company does pay a decent dividend at 3.9% for a tech stock. The company is a good low cost manufacturer and should be able to supply China with millions of inexpensive phones. They slipped a bit on their high end "smart phones" with market loss to Apple but this market is growing and NOK should continue to be a major player. Forward PE is low at 12 and when compared to Apple's PE of 25 you are able to buy NOK at 1/2 the price. Gross margins for NOK have always been good especially at the low end. Recently margins have shrunk across all of their product lines. Their last earnings report was bad which is why shares are priced so low. NOK has made it into my top 15 and is one I might add more to since I am light on Tech stocks. MOT surprised with their earnings as the market expected a loss. Stock up more than 9%. I own a small position but it is much more speculative. NOK is my first pick due to it's current low valuation and potential to grow their earnings. ============================================================= I peeled off a few shares of GLW which is a top 10 holding where I have a substantial gain. Most of my shares were bought in 2002 in the $5-$6 range. I sold a few shares in 10/2007 at $27.00 but held my large position as the growth prospects continued to look good. The company has four major operating divisions: Display Technologies, Telecommunications, Environmental Technologies, and Life Sciences. Most people are only aware of their big two: (1) Telecommunications (fibre optics) and (2) Display (LCDs). The LCD Glass has always done well but I was very positive on their Environmental division especially with their new catalytic ceramic diesel filter insert. It was doing really good in Eurpoe and they were ready to ramp up production in the U.S.. The company saw lots of growth in Europe and U.S. especially with new U.S. EPA diesel regulations. From my earlier post on GLW 07/20/2008 Message 24806649 The little filter that could mpnnow.com From the article:"...Between the Jetta’s diesel-engine exhaust and the outside world sits the DuraTrapAT diesel filter, Corning’s aluminum titanate CERAMIC catalyst created for diesel VWs. Hundreds of thousands of VW’s with the Corning DuraTrapAT are already on the road in Europe and elsewhere. They arrive on the U.S. market in September. Corning Inc.’s filter removes 99% of a diesel’s excess carbon soot from the exhaust, making Jetta emissions cleaner than some gasoline vehicles. Corning’s CERAMIC diesel exhaust filters may not seem very high-tech, but it generates great black ink on company balance sheets. Net diesel product sales, including heavy truck diesel filters, rose to $249 million in 2007 from $164 million in 2006...." I was surprised to read this story early this week that the company is not seeing the growth expected for this business segment. Corning Announces Management Changes and Realignment for its Environmental Technologies Segment finance.yahoo.com From the article:"...“We now believe that our near-term Environmental Technologies revenue opportunity is 20 percent to 30 percent lower than we had planned when we built the organization,” said Volanakis. “So we must realign the organization to scale our costs appropriately.”...". With a forward PE of 12 and a consistent 1.2% dividend the stock is still in bargain territory. I continue to peel off a few shares now as I think I can purchase them at current or lower prices six months from now. I have put the proceeds into NOK which on balance should perform better in the next 12 months than GLW. I own both companies. EKS