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

To: Graham Osborn who wrote (55231)	4/23/2015 5:23:41 PM
From: Paul Senior	Respond to of 78744

Fwiw, adjustments to my portfolios: Raised my open order for PG and stepped up for a few more shares. Stock down today, reflecting a difficult quarter. By next quarter there should be/might be some good news regarding PG's divestitures. JNJ. Added a few shares to the few I hold. Like some of my recent stock buys, I hope this will turn out to be a profitable alternative to just holding cash. Taro Pharmaceutical, TARO. Good case can be made that it's not a value stock on most metrics: high p/cash-flow, relatively high p/book, relatively high p/e (compared to its history and compared what I usually would like to pay for a pharm company that "develops high-quality, proprietary and off-patent pharmaceuticals for markets in the US, Canada, Israel and other countries around the world. The Company produces a wide range of prescription and over-the counter products including tablets, capsules, suspensions, solutions, creams, and ointments." Revenue growth is good, not outstanding. Profit margins though, are very high, and that has attracted me. I hold a few shares, have today added a few more. Not a good quarter from Wesco International (WCC). Stock dropped, and I added a bit more to my few shares. BAC: I up my few shares a little here. CPSS: I keep adding finance.yahoo.com