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


To: Paul Senior who wrote (56822)2/3/2016 10:48:03 AM
From: Graham Osborn  Respond to of 78715
 
When I ran the expanding coupon calculation end of 2014 it was something like 1000+ in 5 years. As you say macro headwinds could work against you in the short term. The stock lost 50%+ of its value in 07-08, and since I think something worse will happen I'll wait. My buy target is EV/ Rev 1.5 or support whichever is lower. Hard to think of a better deflationary hedge for my portfolio.



To: Paul Senior who wrote (56822)2/12/2016 1:43:34 PM
From: Paul Senior  Respond to of 78715
 
(OT) re GOOG: I'll take a few more shares here.