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

To: Paul Senior who wrote (37671)	5/14/2010 4:59:13 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78735

Tech stocks. Wrong though I've been, I maintain my claim that GOOG fair value is $700/sh (if profit margins hold up). With GOOG shares today at $501-$502, I added to my position. Also, fwiw, I entered QCOM today for the first time. I'm looking at it as a reversion-to-mean play, not a value play. Analysts expect continuation of earnings uptrend. The average earnings estimate for 9/'11 is $2.52, and on current stock price, that'd make the pe under 15. Whereas in past, stock has traded for 20-30 p/e. I'm betting that if things unfold as the average QCOM analyst expects (although that happening is no sure thing), then the stock will move up from current apparently-depressed levels. finance.yahoo.com

To: Paul Senior who wrote (37671)	9/6/2012 5:03:57 PM
From: Paul Senior	Respond to of 78735

GOOG. For several years I've said here in several posts that one of my value models has told me me GOOG is fairly-valued at $700 or more. (My value number has varied depending on analyst earnings estimates, other factors). Now I calculate fair value may be somewhere between $684 (low estimate) and $930/sh (best estimate), if profit margins hold up. I've not sold any of my few GOOG shares. My intent is to hold stocks until they are fully or fairly valued. With GOOG though, I'm tired of the ups and downs of the stock and the media attention that focuses on the company. (Makes it harder for me to just let the company do its thing and to let the stock just sit.) So, just as can sometimes be done in war, I'll declare victory, and withdraw (a little). I sold my first shares today @$699.55. ========= Somewhat OT: Back in early 2000, when QCOM was oh-so-popular on SI and part of the tech bubble, finance.yahoo.com I said I much preferred dinky little World Fuel as a value investment, and a better bet than putting money into QCOM. Message 19071434 Ah well, times change. Now I'm holding QCOM as a value stock (when I bought it), and now I'm reentering World Fuel (INT) as somewhere between a value play (low p/sales) and a gaarp stock. I shoulda/coulda/ but din't hold on to INT. Too bad. Looks like it's moved from about $1.80 (after splits) to about $37+ now. Oh well.