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

To: Jurgis Bekepuris who wrote (40047)	11/14/2010 11:12:17 PM
From: Grantcw	Respond to of 78820

Jurgis, Yes, point taken. I've only got about a 5% position in CSCO at this point and I would definitely think hard about taking any position to the 10-20% position. Right now, the company is still holding to it's 12-17% long-term earnings growth targets. If those rates are right, I think this company is undervalued, and would be more at 16 (and I would add at least some shares there, definitely), but if the company can't hit even 12%, the value proposition gets trickier. I've only had a 10% position in one stock in recent years, and that was ATPG when I initially built a strong position before the oil spill. But, I was very uncomfortable at that point given ATPG's risks, and I reduced my position quickly. I think I would only go back to a 10% position in a stock that I was certain had virtually no bankruptcy risk. Thank you, cwillyg