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

To: Graham Osborn who wrote (58957)	1/23/2017 9:51:31 AM
From: Paul Senior	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (2) \| Respond to of 78748

Inflation. Farmers, Iowa farmers, like to grow by increasing their adjacent acreage. Using farm price inflation to say inflation is this high or about that high and I must set my portfolios to beat this, overlooks the fact that unless you're comparing yourself to Iowa farmers, your food inflation -- something that is relevant to everybody -- averages under 4% long term. (It says here: tradingeconomics.com =============== buy companies that (1) are selling at good prices (2) can be reasonably expected to increase in intrinsic value for a decade or more, then hold them regardless of the market price. USNU. Really? financials.morningstar.com Who could see that this meets your requirement? Not me. As I say though, it's not important what I can see- it's only relevant that you see it and wait for others to see it and bid the stock up.

To: Graham Osborn who wrote (58957)	1/23/2017 10:24:43 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Graham Osborn. What happened to SAFM that was on your previous list? Imo, that IS one that sells at a reasonable price and can be expected to increase intrinsic value over the next decade, imo. It must own some farmland which you seem to favor. SAFM: I am in since early 2015 and expect to hold for a while.

To: Graham Osborn who wrote (58957)	2/4/2017 3:53:33 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Sensors: PHO.v (optical sensors) looks like a value stock (to me), even after its recent rise. Relatively high p/e, relatively high p/sales, relatively high p/stated bv ---- I don't like this. Also there's some sort of lawsuit which I've not looked at. And it's Canadian, and I don't know about currency exchange value. Otoh, seems to have high rev. growth, high profit margins, high gross margins, lots of cash, earnings every year past seven. Conclusion: I waffle. Otoh, the much larger Sensata (ST) (The Performance Sensing segment manufactures pressure, temperature, speed, and position sensors, as well as electromechanical products for use in subsystems of automobiles, such as engine, air conditioning, and ride stabilization...) seems more assured to me. Also has profits every year past seven, less gross margins, less growth (than Photon). Relatively low p/sales now though. Analysts expect good things from ST (low forward p/e). Who knows? Playing for a single/double vs the home run (PHO.v?), I add a little to my few shares of ST. ca.finance.yahoo.com Jmo, and I've been wrong many, many times.