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

To: Dan Meleney who wrote (43683)	8/2/2011 5:38:59 PM
From: badi_	Respond to of 78717

OK, fair enough!

To: Dan Meleney who wrote (43683)	8/12/2011 7:55:23 PM
From: Paul Senior	Respond to of 78717

UTX. I'm just not fast enough or alert enough to grab some of these great companies when their stocks are suddenly trashed. I'm in for a very very very few shares of UTX (United Technology) near highs today. I just hate stepping up for shares on an up day, when it seems like there's so much volatility in the market that I'd get a better chance just waiting for a day or two. Ah well, I still today view UTX as an attractive stock given its good business history and its relatively low p/e and now relatively low price-to-sales ratio. So I'll take a most small, most small, tracking position. Add more on next down days. finance.yahoo.com

To: Dan Meleney who wrote (43683)	12/4/2011 7:13:21 PM
From: Paul Senior	Respond to of 78717

MMM. I'll reenter tomorrow for a few share start. Still has a relatively low p/e. (At 12-13x, still higher though than I'd like for a value buy.), Low psr compared to the past decade. Dividends continue to increase. Given that 3M's in many large-cap indices (e.g. Dow industrials) and etfs, If market rises MMM should go along. ...and if it falls, MMM will also. I'm comforted in that I believe 3M will be a survivor in an uncertain and/or poorer economic world.

To: Dan Meleney who wrote (43683)	12/8/2011 8:44:50 AM
From: Dan Meleney	Respond to of 78717

I haven't seen badi_ and his black swan ideas around lately, but here's an update on the buy & hold portfolio using the assumed even weights as of Aug 2, 2011. My actual portfolio is fairly evenly weighted except a bit overweight on TJX and AAPL and under on UTX, so I've lucked out there. BTW, is there a way to post tables with a more readable format? 2-Aug-2011 2-Aug-2011 2-Aug-2011 7-Dec-2011 7-Dec-2011 7-Dec-2011 Shares Price Value Price Value Change AAPL 25.7129 388.91 10,000 389.09 10,005 0.0% BRK-B 136.2955 73.37 10,000 78.72 10,729 7.3% DD 199.8002 50.05 10,000 48.08 9,606 -3.9% JNJ 157.6541 63.43 10,000 64.45 10,161 1.6% KO 149.0980 67.07 10,000 66.78 9,957 -0.4% MMM 117.2745 85.27 10,000 82.39 9,662 -3.4% ORCL 338.4095 29.55 10,000 31.54 10,673 6.7% PG 164.2845 60.87 10,000 65.23 10,716 7.2% TJX 188.2176 53.13 10,000 63.05 11,867 18.7% UTX 126.6945 78.93 10,000 76.25 9,660 -3.4% XOM 128.4687 77.84 10,000 81.08 10,416 4.2% Total 110,000 113,454 3.1% S&P 500 106.9602 1028.42 110,000 1046.66 111,951 1.8%