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

To: Spekulatius who wrote (3255)	8/14/2013 9:28:23 PM
From: Sergio H	Read Replies (2) \| Respond to of 4719

LAACZ is a difficult buy due to its wide spread and low volume. A lot of the old high flyers in tech have been on the upswing lately. EMC, CSCO etc. QCOM should be considered for our portfolio because it derives a huge percentage of its revenues from licensing and royalties and will continue to do so going forward. I would like to offer XRX as a candidate. Going forward it is making the right moves to get into service revenues, particularly in health care.