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

To: Spekulatius who wrote (43589)	7/27/2011 9:17:41 PM
From: E_K_S	1 Recommendation Read Replies (1) \| Respond to of 78774

Hi Clownbuck - What's your holding period and long term target on GLW? I have shares I bought in 5/30/2002 at $5.05/share and another much smaller lot on 8/2010 for $17.48/share. I have peeled off shares every time the stock ran up to $22.00/share but on the last run at this level I re-evaluated the company and it's products and came to a $29.00/share fair value target.. They have a new diesel filter they using a new innovative technique with a catalyst (similar to a catalytic converter) that was first introduced in Europe in 2009 and then into the US in 2010. Sales have done extremely well and many (if not all ) of the new diesel cars & trucks sold in the U.S.have to use this filter to meet the new EPA rules. This diesel filter is also used on all heavy duty equipment (tractors, backhoes, semis etc) which is a new market for GLW. Their LCD display screen technology is now really a commodities business. They are working on something called gorilla glass which could leap frog the current technology used for touch screens. This new glass will be used in smart phones, tablets and and larger "touch" screen panels. Windows 8 new Touch Screen UI to be released in 2012 will create a huge demand for this GLW product. The company has always been good at developing new products. In fact they have a new fiber cable that they invested tons of money that can be manufactured at a very competitive price, can be flexed at greater degrees than competitive brands and is capable (w/ their electronic hardware) of carrying significantly more data than the leading technology. All in all I see GLW as a good GARP stock especially at current prices and I continued to hold my top 15 position waiting for my $29.00/share value price. EKS

To: Spekulatius who wrote (43589)	8/8/2011 12:28:36 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78774

Back into Nippon Seisen 5659.T @391Yen (japanese specialty steel and parts manufacturer) again. They recently published their updated earnings forecast for Y2011 - 58.5Yen, a small reduction from the very good 2010. The company is debt free with 62% equity ratio. I may get a shot at Itochu again - I'd probably pick a first lot at around 800Yen> it's trading at 825Yen- down about 20Yen today. For tomorrow - I am looking into industrial conglomerate IR (Ingersol Rand) at below 30$ - anybody has an opinion? They did a good job with their Crane acquisition, even though the timing was bad. Any other industrials out there of interest? I am also shooting for more BRK.B around 69$ as well. I agree with Paul that it's a good time to upgrade the portfolio.