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

To: Paul Senior who wrote (52374)	3/21/2014 9:42:52 PM
From: Paul Senior	Respond to of 78773

KMI: I continue adding a little to my position. Also, today added more to homebuilder MDC. Low p/e, low p/sales. Relatively low d/e. Otoh, company doesn't have the land bank that other builders have. There's a plus and minus to that. ===================== And fwiw -- not much -- and it's maybe irrelevant -- but the market's closed now for the weekend, and there's not a lot going on here now -- so I'll add this: Bought a few shares of QCOR: Low p/e, high profit margins, high roe. Possibly a scam or just that the numbers cannot be sustainable. Controversial in any case. I'll bet a little just on the numbers. (And I've been wrong many, many times.) Buying a few shares of CHKP. Retail companies and others dealing with personal data have got spend more to improve their security. I'll bet a little that Check Point gets a good share of that business. Very good margins for CHKP. Price though, maybe a bit expensive (p/e vs roe vs rev growth).