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

To: E_K_S who wrote (45427)	11/14/2011 1:10:00 PM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78661

EKS. Similar as regards other large tech companies? Maybe MSFT? I pick it over Corning, because Corning does not sell to the end user. Their customers are other industrial companies, which makes what they produce and to whom they sell, less transparent to me. Maybe for Mr. Miller, but for me, none of the large caps is transparent. They all seem to either have many business sectors or are so international in scope. Maybe food companies could be -- Nestle? (It's Swiss though ... so that means little transparency -g-). Maybe bev companies which seem to me as an outsider, to be straightforward businesses -- Diagio (DEJ), others. Much more complex when you're inside and trying to operate and grow the business. Perhaps I'm confusing transparency of operations vs. transparency of plans. IBM has stated its plans/objectives. These seem to be consistent and often repeated. And measured against in company reports to shareholders. So transparent in this regard.

To: E_K_S who wrote (45427)	11/14/2011 2:18:51 PM
From: Dennis 3	Read Replies (1) \| Respond to of 78661

I like HPQ at current prices to IBM current price. Strong Cash flow & history of sales/earnings growth. You are right about HPQ's management but it doesn't take major change because there is nothing seriously wrong with their business. Side note - look at Seth Klarman's recent purchases (GNW, HPQ).

To: E_K_S who wrote (45427)	11/15/2011 3:26:53 PM
From: Sergio H	Read Replies (1) \| Respond to of 78661

Hi EKS. I like XRX as a comparison to IBM. Buffett is famous for using book value and deriving intrinsic value based on intangibles or value not readily found on the balance sheet. Both companies have well know names, have changed their business plan focus from hardware to service, and are strong free cash generators. I don't expect to get much support on this opinion. Just a thought. Also, thinking out loud here on some investment ideas. Discussed previously on this thread is the flooding in Thailand. We discussed how the flooding could have a negative effect on earnings but the opposite is also true for other companies. Little LRAD could be one winner here. Rising commodity costs on fertilizer companies have a positive effect on seed companies like MON. Abundant new supply of natural gas in U.S may lead to more demand for n.g. infrastucture as well as perhaps increased demand for converting n.g. for automotive usage and for creating LNG pipelines and exportation facilities.