Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (53983)	6/7/2014 10:19:08 PM
From: Brian Sullivan	Read Replies (1) \| Respond to of 78627

EKS, Yes I also am watching Intel as it is making new 52 week highs. I am not inclined to sell it until it sells for a market multiple or if I can find a more compelling value in the tech sector. My target would be $31.50, The other reason is that it has a nice 3.2% yield, so there no need to sell unless you anticipate an earnings decline. Analyst are negative on Intel because they make chips for PC's but I think that their new chips are going to sell very well in products this fall (laptops and tablets) I previously owned AMAT,buying it for ~$11.50 in the fall of 2011 and I sold it for about $19 in the fall of 2013. I find almost all of the auto stocks to be selling at attractive values. I own GM, F and TM. Lots of bad headlines but all of these companies are growing earnings by >10% and have very low forward PE's and pay 2-3% dividends. Again they are out of favor because everyone wants to sell before the next downturn, which I don't see happening in the US for 12 months or more. I also find the ocean drillers to be attractively valued with high dividends. I have ESV, SDRL and PACD. Sure the US doesn't need any new offshore wells these days but Mexico, Brazil and Africa will keep these newer rigs fully utilized. I did own CAT which I bought for $81 last year in June, but I sold it this spring when it reached $100. It doesn't seem attractive at the current price to me. Money center Banks and Insurance stocks also are inexpensive these days.

To: E_K_S who wrote (53983)	6/8/2014 8:22:38 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78627

I own INTC, and have for a long time. I've doubled down to harvest the losses and sold 30+ days later a while back. The remaining shares are in the black. My Jan '15 out of the money LEAP buy-write didn't fill on Friday, I will attempt the same tomorrow.

To: E_K_S who wrote (53983)	6/9/2014 10:57:46 AM
From: Bart Hoenes	Read Replies (1) \| Respond to of 78627

Thought I'd mention this. I also own ETP, but in 2013 directed money into ETE because of this: finance.yahoo.com On GM, I would be careful with this one. I will not own due to their subprime exposure. >> GM is relying on subprime borrowers far more than its competitors, though. The company's third-quarter financial report informed investors that "88 percent of the consumer finance receivables in North America were consumers with FICO scores less than 620," which is the “less than perfect" credit threshold for the subprime market. Consumer receivables 31 or more days past due, at $1.075 billion, were 34 percent higher than a year earlier. - See more at: thefiscaltimes.com << thefiscaltimes.com