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

To: Sergio H who wrote (47181)	3/23/2012 10:47:40 PM
From: E_K_S	Read Replies (2) \| Respond to of 78481

Sergio - Excellent results on DG (last $41.13). I noticed it is near a 52 week high too. Using next year earnings I arrive at a GN of $30.76. What's your exit strategy for this one. Do you peel off shares as the stock moves higher and/or hold expecting a surge in earnings (Forward PE only 14) and/or take out seed money and let the rest ride? I have always been early to sell on a lot of my winners. My exit strategy usually is determined if I have a better investment to move the proceeds into. Diversification is important too. Of the banks I like WFC but right now, I am still avoiding all banks. So as you begin to exit one or more of your winners, it would be nice to hear your thinking; how you arrive at a fair value price range, if your sell is determined on something else you want to buy and is your sell a sector switch and/or just basic diversification. FWIW, BOX is at the high end of their price range (like a lot of stocks) and to me it is not at a value buy level but if you are looking for an income generator, it could still be a candidate. Another one similar to BOX but builds coal rail cars is RAIL. I am looking at adding some more SDRL on any sell off below $36 and will be selling some of my SFL to finance the buy. Both generate good income(almost 8%) but SDRL should be able to increase earnings faster as they should be able to get higher day rates on their next contract extension. Their last fixed day rate was just north of $600k/day! My pick of the three is SDRL. goo.gl EKS