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

To: Grantcw who wrote (39030)	8/31/2010 10:34:32 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78667

Yes, also considering upping my MSFT position. Aside: And if Ballmer would depart, maybe the stock would pop (up) at least a couple of points. Jmo, and my guess.

To: Grantcw who wrote (39030)	8/31/2010 10:36:22 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78667

I bought a starter in CSCO (20.29$) yesterday and old friend COV (35.65$) today. I agree that world class companies are selling very cheap at single digit PE ratios. - MSFT, AMAT, INTC. Even GOOG looks somewhat cheap here. CSCO PE is around 12 and I do not see any other company that can stand up to them.

To: Grantcw who wrote (39030)	9/30/2010 6:46:04 PM
From: Grantcw	Read Replies (1) \| Respond to of 78667

Well, of all the big techs I planned to buy, I think I bought the worst two performers this month, msft and intc, but at least I'm at a small profit. :) I still am looking at these companies, especially CSCO. Just sold my E, FEZ, and FXI for different reasons to hopefully roll into these big techs while they still look to be at good valuations. I will probably buy a decent position in CSCO tomorrow and hold the rest of my sells for cash until we correct a bit from this run. I was at 0% cash basically, which is rarity for me. -cwillyg