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

To: E_K_S who wrote (2171)8/7/2012 8:02:39 AM
From: Sergio H  Respond to of 4720
 
I don't go by just metrics. I want to know the reason why a stock is selling at cheap multiples. Cheap does not mean value.

I taught high school math. Although it was many years ago and only for a short time, I think that I can calculate the GN. Are you able to go beyond the GN?

On GLW, it may have bottomed but at this time there's no reason to expect it to rise. This is just my opinion.

Message 28311189

Other than disagreement on GLW, what else did you not like on my list? I am flexible and trying to make this a collaborative effort.



To: E_K_S who wrote (2171)8/7/2012 8:38:57 AM
From: Sergio H  Read Replies (1) | Respond to of 4720
 
I thank you for your effort and work on our collaborative portfolio. It's not easy getting people to agree on value and I want to consider everyone's contribution.

Because you feel strongly and you make a good case on the earnings margin, which is Buffetts number one metric, I support your vote on GLW.



To: E_K_S who wrote (2171)8/8/2012 5:52:31 PM
From: Sergio H2 Recommendations  Respond to of 4720
 
Looking at GN for our Sweet Sixteen

Stocks in blue are trading at a discount to their GN.

symbol closing price GN
APA.....88.30...........116.95
PH......78.68............81.88
AAPL..619.86..........337.79
PM......N/A
ROC...45.06............50.62
CMI....100.98..........85.17
GLW..11.60............21.40
SLW...29.53...........16.87
AMAT.11.91............12.42
CL.....105.27.........23.50
DIS....50.48..........38.03
F.......9.35.............20.80
UNP..121.99.........83.72
VZ...44.35.............17.21
SPLS. 13.34.........18
JOY...56.15..........56.98



To: E_K_S who wrote (2171)11/27/2012 11:54:39 AM
From: E_K_S  Read Replies (1) | Respond to of 4720
 
Corning sales shatter expectations
While the glass manufacturer has been struggling this year, Corning said that LCD shipments should be better than forecasts.
goo.gl

GLW's Trading Volume Exceeded Daily Average by +50.01%
GLW is up $0.88 or 7.75% to $12.23 on heavy volume that exceeded its daily average by +50.01%. This performance is better than the broader averages as the S&P 500 is down -0.19% on the day.


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