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

To: valueguy99 who wrote (45088)	10/22/2011 2:40:33 AM
From: Paul Senior	1 Recommendation Respond to of 78748

ADBE. I'll pass on Adobe, valueguy99. (Jmo, and I've been wrong many, many times.) Looks too expensive for me based on stock price and roe. High profit margins though. Maybe for me if p/e were under ten. P/e expected (per Yahoo) to fall from about 15 to 11. Yahoo shows small revenue growth recently. If sales aren't going to increase, somehow/somewhere earnings will have to, if p/e is expected to fall, based on current price. If you use Vuru, is it working out okay for you? vuru.co Except for "most overvalued large caps" in which I have none of the five stocks they mention, I do hold shares in at least one stock in each of their other categories.

To: valueguy99 who wrote (45088)	10/22/2011 6:27:57 PM
From: Shane M	Respond to of 78748

I agree on MSFT. The upside isn't as big, but combined with the 1-2% dividend, having a small potential price gain makes it attractive for me. MSFT pays a 3% div, and I expect that to continue to be regularly increased. MSFT has had trouble getting out of the high 20s so there is price resistance, but it's possible to make money on MSFT 10-15% price swings while collecting dividends along the way until the market recognizes how lowly priced this is. For some reason MSFT likes to drift back to the 24s where it runs out of sellers for what seem to me to be very low risk buys.