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

To: Paul Senior who wrote (47243)	3/29/2012 10:12:14 PM
From: gizwick	Read Replies (2) \| Respond to of 78748

I sold out my shares of pnx and took a 20% profit and turned it over to SBSA, a Hispanic media company that is the largest in the country.Year end earnings out tomorrow and they should be stellar as pre told of sales in January. Bought and sold trading shares today. Hugely undervalued at this PPS and when sales numbers announced it hit $7.00 in January. Target of $10.00 and also a takeover candidate, even with huge debt/equity numbers as the Hispanic segment is growing like a weed.

To: Paul Senior who wrote (47243)	4/2/2012 10:23:34 AM
From: Sergio H	Read Replies (2) \| Respond to of 78748

Joined you on CACI. Numbers look good and they have an established niche. CACI has a good history of beating earning estimates. Dumb question, but how does a stock. have more than 100% insider ownership? Anyone looking at NPK now?

To: Paul Senior who wrote (47243)	6/30/2012 11:10:32 AM
From: E_K_S	Read Replies (2) \| Respond to of 78748

Way to stay w/ holding some of your AMLN shares. I sold my shares over two years ago. I was not patient enough to wait for their value proposition to develop. Their offer is up to $31.00/share from their earlier offer of $21.00/share in February. Bristol-Myers To Buy Diabetes Maker Amylin For $5.3 Billion goo.gl --------------------------------------------------------------- I have cut back on my pharma holdings in recent years but still own shares in BMY, PFE, MRK, ABT, NSRGY (This one has a drug spin w/ their baby formula). Now that Obama health care passed, it might be time to build up positions in this sector as value candidate present themselves. I maintain a 16 stock Drug/Pharma watch list that I monitor and BAYRY is one I like a lot. I missed the recent drop below $60.00 (6/5/2012) and now the stock has gaped up to $71.50/share. LLY, MDT, COV, BDX & GSK all sell at reasonable PE's but none for me at this time are screaming value buys. EKS

To: Paul Senior who wrote (47243)	4/17/2014 12:26:32 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

SENEA. I'll reenter Seneca for a few shares. Company seems to be in the plodding business of producing and distributing processed fruits and veggies. Profitable though each of the past ten years, and sells below stated bv (as it has for most of the past decade). For what seems to me to be a dullard company, it's now announced an investment in another food processing company. So in my view now, management is at least trying something to make a significant improvement in its business. Stock is near 18 mo lows. I'll guess and bet there's a chance for the stock to revert, maybe short-term, or eventually (-g-). finance.yahoo.com