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

To: Sergio H who wrote (2177)	8/7/2012 12:53:44 PM
From: The Ox	1 Recommendation Read Replies (1) \| Respond to of 4720

Here are my 10 APA, PH, AAPL, ROC, CMI, DIS, JOY, SLW, GLW, UNP I know everyone has a different opinion but I truly hope we don't put PM in the portfolio. For one thing, the stock is up 50% in the last year and I think, fully valued at this point in time based on a lot of different issues. Yes, the dividend is solid and they have one hell of a franchise. However, if franchise was enough, I'd strongly suggest FB. But that is why we are voting and I'll not worry if it makes the cut. Its a decent stock but I'm not sure it's going to continue to perform over the next 5 years. If and when we start seeing better economic strength throughout the world, I think stocks like VZ and PM will take a backseat. Just my opinion.... TO