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

To: E_K_S who wrote (42944)	6/8/2011 11:39:49 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78731

re BG - what is so appealing about BG. I soured on them when they overpaid (imo) for the Brazilian sugar mill assets in 2009, I guess they felt that the receipts from the sale of their Brazilian fertiliser assets were burning a hole in their pocketbook. BG has a choppy track record in terms of operating results too, with many negative surprises.

To: E_K_S who wrote (42944)	6/9/2011 11:44:31 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78731

I hold ADI, GPS, GILD, HPQ, INTC, MSFT, RIMM, GLW from the list. Looks like a very tech-overweighed subset. ;)

To: E_K_S who wrote (42944)	6/10/2011 12:22:35 AM
From: Paul Senior	Respond to of 78731

I have eleven that are on that list, EKS. Like you, I'll also want to add to BG if it continues to drop on no adverse news. I see now that MSFT is again under $24. With the p/e under ten, maybe it's time to add a few more shares.

To: E_K_S who wrote (42944)	6/22/2011 2:30:06 AM
From: Spekulatius	Respond to of 78731

re GLW It seems that except a discontinuity in February, GLW is still mainly driven by LCD glass demand. The chart below shows a comparison of GLW with AUO (and LCD manufacturer). FWIW, I found the correlation with LPL (and korean LCD manufacturer) to be less convincing. Heresay (BBY, other sources) is that LCD demand is weak and the charts for AUO and LPL show that. my guess is that corning will be affect with some delay as they supply the glass material for the LCD panels.