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

To: NikhilJog who wrote (49158)	8/19/2012 6:27:53 PM
From: Spekulatius	Read Replies (2) \| Respond to of 79177

Re MRVL - I buy MRVL while I buy most other stock, it is cheap by most metrics and MRVL specifically has almost 4$/share in cash. I am guessing that they can rebound, ex cash (somewhat iffy metric) the stock trades at 6 x earnings. I think the dividend, which I think will be raised, provides some downside protection as well. I don't care about Einhorn. He seems to have lost his touch on the long side. I can name Delta Lloyd, DELL and the health insurers. He still does seem to have a pretty good touch on the short side though.