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

To: NikhilJog who wrote (50334)	12/12/2012 10:24:40 PM
From: Sergio H	Read Replies (2) \| Respond to of 78531

With XRX, i don't know the specifics. How is their FCF looking? leverage? revenue drivers? any announced divestitures? plans to pay off debt? XRX isn't my favorite stock and I'm not sure how it will do. I do think that there's not much risk and its not going out of business. It's undervalued and pays a good div. with safety. Does that answer your questions? If not, I posted the FCF and rev. drivers as I see them. Leverage and debt issues are well covered in a recent S.A. article. I erronously posted that XRX does not have exposure to Euromess, so strike that. You might want to do an analyses of XRX vs DELL. Out of the two, I pick XRX over DELL. How about a dinner in NYC on this? Loser pays. Two year timeline? Winner picks the restaurant. How about AER? This is a stock I like more than XRX. Message 28596073 How long does it take you to review a stock? I read the last report and the analyst meeting and look for catalysts and then look at the financials and how the stock sector is performing and how the stock I am researching measures up to the competition. It depends on the complexity of the sector, but generally I can do this in less than two hours. I also look at the chart but don't tell anybody. I don't need a lot of ideas and like to keep my portfolio at max of 25 stocks. I would prefer to go even lower but don't want to be over invested in any one idea.