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

To: Paul Senior who wrote (37381)	4/14/2010 9:51:37 AM
From: Madharry	Read Replies (1) \| Respond to of 78613

gfre raising guidance

To: Paul Senior who wrote (37381)	4/15/2010 12:34:00 AM
From: Jurgis Bekepuris	Respond to of 78613

I do not have GNW and never had except for its bonds. Maybe you mean GLW - yeah still hold it. GOOG is too expensive IMHO, but I know where you are coming from. :) In big tech I forgot that I hold NOK. In small and medium tech I hold GRMN, GRVY, CSGH, MAIL, UEPS, NEWN, CPBY.

To: Paul Senior who wrote (37381)	6/3/2010 12:16:46 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78613

I'll up my small losing position in Corning now with a few share buy. Negative article in Barrons -- apparently flat panel display demand (GLW's business) is slowing. I like GLW for its roe (avg. over 20% last four years), p/e under 10. Cash/cash equivalents exceed debt (per Yahoo). So far, very good profit margins. Issue seems to be sustainability. Not comforting either to read of continuing and persistent open market sales by insiders. I'm in since '08; stock's now at an inflection point for me: Either going to sell or to add. I'll add, but will hold only a few shares total. finance.yahoo.com