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

To: Paul Senior who wrote (39003)	8/30/2010 2:10:47 PM
From: Grantcw	Read Replies (4) \| Respond to of 78666

Going back to our diversification discussion before, I'm seriously thinking of putting ~1/2 my portfolio in 5-10 companies like MSFT, ORCL, IBM, INTC, AMAT. Lots of cash, good forward p/e's, access to put their money to work in the best opportunities across the globe. I've tended to avoid large caps due to relative valuations in the past ten years, but I feel like they're quite a bargain these days... Right now, I have about 4% total in MSFT & INTC, but I'm looking to expand. Anyone else thinking along these lines also? -cwillyg

To: Paul Senior who wrote (39003)	8/31/2010 4:56:42 PM
From: E_K_S	Respond to of 78666

IBM -- The Safest Bet in the Tech Sector - August 31, 2010 gurufocus.com From the article:"... Based on IBM's recent share price, the stock is trading for a trailing P/E of about 12. Applying this to the 2015 bottom-line expectations implies a share price of $240 per share, or nearly double the current stock price ($20 est. EPS x a P/E of 12 = $240). Averaged out and combined with IBM's modest current dividend yield of 2%, this represents a total annual shareholder return of about +20% per year. Nothing is certain in life, but given this stunning level of forward guidance, IBM is one of the most visible, sure-thing investment opportunities out there...." =========================================================== Your not the only investor that finds value in IBM. EKS

To: Paul Senior who wrote (39003)	11/14/2011 10:12:29 AM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78666

IBM: EKS, I'm in since '96 @$50. With a small add at $124 last year. Sorry I didn't add more when Bill Miller was recommending it at that time. "The thing that's... interesting about IBM is they're very transparent. They tell you their long-term economic models of the business, they give you detailed guidance as to growth rates and margins and cash flows. The upshot of all this is that there's very little dispute about what IBM is going to earn, and so if any stock should be efficiently priced in the market, it ought to be IBM. And yet IBM for the last five years has grown its operating earnings per share 15% a year, it's grown its dividend over 20% a year. It's bought back stock every single year so shares outstanding have fallen. It's maintained a fortress balance sheet during that time and through the worst recession since the Great Depression. It's continued to have record earnings and either record or near-record margins. "So my view is if it can grow this way during a terrible time, what's it going to do when things get better? The answer is it will do at least that well. Yet you can buy IBM today at 11.5 times consensus earnings this year and 10.5 consensus earnings next year. " (ed: That was said 5/'10)