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

To: Paul Senior who wrote (54422)	10/17/2014 11:09:08 PM
From: Spekulatius	Read Replies (4) \| Respond to of 78740

I bought some TROW at 72.4$, UTX @100.2$ and APA 70.34$. I sold CSG @7.8$ I had bids out to buy more at lower prices, but those weren't reached. I think these selloffs are an opportunity to buy quality stocks that were too expensive before and reasonable (not necessarily cheap) prices.I do agree that stocks like UTX or TROW are not cheap, but they are quality stocks and rarely cheap. If the selloff persists, I would most likely buy more oil stocks, potentially CVX or more APA or even the Canadian oil sands plays like CVE.

To: Paul Senior who wrote (54422)	11/21/2014 12:32:55 PM
From: Paul Senior	1 Recommendation Recommended By richardred Respond to of 78740

DCI. I've been partial to the filter business. Often filters are a small cost in maintenance of equipment. A necessary item in a necessary expense. DCI says 50% of revenues are replacement filters. They say new CapEx by customers almost everywhere is down though, so that's hurt new business for DCI. The company missed on revenues and profits, and the stock has responded. I have a few share position in Clarcor (CLC) and DCI, and I've upped DCI by a few more shares today. I'll add more if stock will fall further. DCI is a solid company with small but increasing dividends. This stock is rarely a value buy, and it may not be now. For me though, with some money that doesn't have to work so hard -- DCI seems a suitable choice to just tuck away a few shares for a few years. finance.yahoo.com