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

To: Spekulatius who wrote (49136)	8/16/2012 12:02:57 AM
From: Sergio H	Respond to of 78464

For gold stocks, its just a seasonal thing. It's how it goes. I agree with all of your ideas except DWA. I have to admit I took a quick look. I'm packing for a trip early tomorrow. ESLT, I think I will put a buy order for tomorrow. Looks good. Thank you.

To: Spekulatius who wrote (49136)	8/16/2012 3:39:13 PM
From: Spekulatius	Respond to of 78464

ESLT - well i bought a few shares this am at 30.51$. ESLT for sure seems cheap and I don't think it has pension issues to the extend that US and some European companies have them. ESLT has a broughtly diversified business with customers in Israel, Europe, the US and other countries. Defense products from Israel have a good reputation and I know for fact that the optics from there are top notch. I also think they more are affordable than US products. It is amazing to see the US defense stocks marching upwards and onwards. I can;t see that either of the candidates has good things in store for the defense business so i am shaking my head. i would venture that both LMT and NOC are in those big fat programs that just need to be cut, if the defense budged will be trimmed. As for DWA, i am still somewhat on the fence but i like what i see in terms of international expansion. DWA is now after Pixar went to DIS, the only major standalone animation studio and 1.5B$ would be easy for an acquirer to digest. the upside could be huge, if they can get into cable channel programming or the ventures in China work out (hopefully with favorable financing). FWIW, I started an exploratory position in DWA this am as well at 17.63$.

To: Spekulatius who wrote (49136)	8/22/2012 9:51:59 PM
From: Sergio H	Read Replies (2) \| Respond to of 78464

Clown....GLD looks better now. I am long ABX. ESLT has been the type of stock that is my Achillee's Heel of Investment. I almost bought it and then looking at the chart I was thinking of buying it tomorrow. I love small cap, low floats and I am willing to wait to cash in when I spot value. There's not enough value in ESLT for me although the chart indicates a pop. DD led me to TGI. I'll pass on ESLT for now and will consider TGI. Any thoughts appreciated.

To: Spekulatius who wrote (49136)	1/31/2013 11:01:29 PM
From: E_K_S	Read Replies (2) \| Respond to of 78464

Re: Lockheed Martin Corporation (LMT) Do you still consider Lockheed Martin Corporation (LMT) as a short (or at least over valued) at current levels? You liked it as a short on 8/15/2012 at $89.40/share and actually would of made a few dollars (2.9%) on that position. I am looking at this one as a long term value buy. The dividend of 5.2% is pretty good. The company's annual net income to long term debt is low at only 2.3X. With a Forward PE of 9.5, that a pretty compelling value for the current price. The one major program that may be scaled back if the F-35 program. From what I know about the company, many of their other more "stealth" programs will continue. Specifically their missile defense division will actually be growing from what I hear from managers here in Sunnyvale. I have never owned the company but did work for them for years at their Palo Alto research labs. The company is one of a kind and will always be in business just for National Security. The company is priced below both it's 200 day MA and 50 day MA so one is not entering a new position at highs (like many other value stocks). I am thinking of starting a small tracking position but thought you might have an opinion on the company. Not sure if anybody else follows this stock Lockheed Martin Corporation (LMT) but maybe there are others that might want to comment on this stock. EKS