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

To: ValueGuy who wrote (49438)	9/16/2012 5:21:13 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78767

Yes, I meant Burlington Northern Santa Fe. :) INTC - I have looked at it again after the recent drop and IMHO, it's not cheap. (I'll be using annualized H1/12 numbers here, which is a bit conservative, since their numbers are somewhat seasonal). It is somewhat cheap if you look at E/EV. Their FCF is much lower than E, making FCF/EV quite low. Running my DCF and Buffettology calculations, INTC is not a bargain. I'm not going to add to my position here. I'd have to see $20 or so before I'd reevaluate it again. Disclosure: I have a small INTC position.