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

To: Shane M who wrote (40634)	12/15/2010 5:30:57 PM
From: Grantcw	Respond to of 78744

Hello Shane, My price target for a year right now on MSFT is about 31. That's conservative, but I was at about 8% of my portfolio in MSFT, so I want to aim at conservative targets with such a big position. That target was based on projected earnings in at least a year, a p/e of 10, + cash. Now that I'm at about 2-3% of my portfolio in MSFT, I'll let the rest go for a potentially higher target. I still like the company and valuation. I've owned CSCO for a while, buying on the way down, but I'm waiting until the 18's (if we get there) to buy more, assuming there aren't better values at the time. Thanks, cwillyg