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

To: E_K_S who wrote (56803)	2/2/2016 12:00:54 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78770

CSCO. I'll up my position in this cash-laden one now. Revenue has slowed/stalled (as has net income), which media has mentioned many times. Still, I find p/e 12 with roe 16% (including cash) attractive. 3.5% dividend yield finance.yahoo.com

To: E_K_S who wrote (56803)	2/2/2016 2:12:24 PM
From: Graham Osborn	Respond to of 78770

I think looking at net current assets would be a better picture even if the deflationary argument holds water. Again it assumes that a deflationary spiral does not harm companies' ability to service their debt.

To: E_K_S who wrote (56803)	2/2/2016 6:40:58 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78770

Speaking of GOOGL, up 47% last year and I totally blew it. That was my big idea in Dec 14 but I got impatient and freaked out by the rest of the market. The top 20 breach last - someone remind me of that next time I see a mature bull market. Ironically you could probably still make money here without a ridiculous downside. This is one stock that has the luxury of plowing through a recession though a 50% haircut may be in the cards. I'll be there :)

To: E_K_S who wrote (56803)	2/2/2016 6:52:31 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78770

Re: GOOGL Gag me with a spoon. My return last year was what? And GOOGL was what? 47%? That was my big idea in late 2014. If I had held that position for a year and learned croquet I'd be far richer than I am now. Expanding coupon, mature bull market, top 20 breach last - argh. If I see this one at a PE of 25 or less in the next 5 years and don't buy it at solid support, someone shoot me. And if I fail to buy the tech locomotive in the next maturing bull market, someone shoot me. The expanding coupon is like the micro equivalent of a secular trend, which may be why MB bought Oracle in 99 or 00 or so.