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

To: E_K_S who wrote (55298)	5/8/2015 9:43:01 PM
From: E_K_S	Respond to of 78778

Re: MRGE vs CERN and MDRX Price to sales for MDRX is 1.82x and YoY growth of 0%. I stated incorrectly at 7.5x. Growth according to Yahoo was flat 2013 vs 2014. CERN has a price to sales of 7.37x and YoY growth of 16% EKS

To: E_K_S who wrote (55298)	6/30/2015 10:04:08 AM
From: E_K_S	Read Replies (1) \| Respond to of 78778

AGCO Corporation (AGCO) - closed out position at @ $56.08/share; booked 27% s/t gain I started this position 1/2015 based on it selling 10% below it's Grahmn Number value. I Decided to close out the position and book my 27% short term gain. I like the sector and ARCO seems to still be at/near a value price (low debt, reasonable PE), I think there could be a lower entry point in the future. I plan to deploy this cash into other dividend payers (like WOPEY). I also continue to scan other Grahmn Number candidate stocks that are selling at a discount to their calculated GN valuation. EKS