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

To: Spekulatius who wrote (55739)	7/25/2015 1:13:19 AM
From: Paul Senior	Respond to of 78918

I bought shares in the following companies on today's market drop: American Airlines (AAL). low p/e Alibaba (BABA). Similar to early Amazon: growth phase Ampco-Pittsburgh (AP). Favorable value metrics Micron (MU). low p/e. Precision Castparts (PCP). Unique supplier (forged products) to aircraft industry. Bet on continuation of aircraft sales. Buffett holding. Tech Data (TECD). Low p/stated bv. Very low p/sales. Profit margins very thin - as is seen with many distributor companies. The Andersons (ANDE). reenter for small buy. Family owned corp. with diverse interests in the farming sector. A lot of its businesses are in an unfavorable environment -- ethanol production/storage, railroads. Over a business cycle though, I expect the company to continue to grow and do okay. So I see the stock eventually recovering. At current price, fits my criteria for a value stock. finance.yahoo.com