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


To: bruwin who wrote (2698)1/24/2013 3:08:36 PM
From: E_K_S  Read Replies (1) | Respond to of 4721
 
5 Stocks Billionaire Ken Fisher Bought Last Quarter

New additions
Fisher added Digital Realty Trust (NYSE: DLR ) , Elizabeth Arden (NASDAQ: RDEN ) , and Hain Celestial (NASDAQ: HAIN ) to his portfolio in the fourth quarter. Geographically diversified REIT Digital Realty Trust will likely take advantage of the explosive growth in data storage. Global data center traffic is projected to grow fourfold by 2016. The San Francisco-based REIT invests in data center properties, such as corporate IT offices, and trades at a forward price-to-earnings ratio of 14.
I like DLR as does Fisher. I have an order to up my current holding by 100% but at $66.00/share or lower. last $70.16/share. My last buy was @ $55.62 on 10/11/2011.

FWIW, we could also buy 37 more shares of ADM, one of our better performers and still selling close to BV.

EKS



To: bruwin who wrote (2698)1/27/2013 10:30:33 PM
From: Sergio H  Read Replies (3) | Respond to of 4721
 
Hi Bruwin. I think we're due for some profit taking. As I posted to EKS, some stocks have taken a ride on the rally without merit. I am targeting buying SBUX after the sellathon based on Buffett criteria. I am going to buy AAPL as well, but under 400.