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

To: Ditchdigger who wrote (48869)	7/23/2012 6:15:58 PM
From: Paul Senior	2 Recommendations Read Replies (1) \| Respond to of 78704

I like the electronic componentry suppliers at current prices. I started an initial small buy of VSH today, and now I hold that as well as small amounts of IRF, AVX, ARW, AVT. Fwiw, I hold INTC from when it was discussed here a while back. For me, there's still the attraction of a powerful company trading at a relatively low p/e (10), paying a dividend for waiting. I don't know the specifics though for the company's prospects.