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

To: Wallace Rivers who wrote (44089)	8/26/2011 9:54:03 AM
From: Mr.Gogo	Respond to of 78748

It is the biggest holding in the portfolio of Ray Dalio.

To: Wallace Rivers who wrote (44089)	8/26/2011 12:02:33 PM
From: Paul Senior	Respond to of 78748

AMAT. Held it for a year, sold yesterday. I should have traded it as you did, or at least traded out of it when stock was up. I guess this one has to be followed closely because its business and stock are cyclical. AMAT does seem to me to be a value stock at this point. I'll have to consider that if I reenter, I'll have to be watching it more closely than I otherwise would have expected. Meanwhile, my preference is for stocks now where I believe earnings will be up in next six months. (That doesn't seem to be AMAT, given management's current outlook.)