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

To: Paul Senior who wrote (59593)	7/1/2017 9:28:18 AM
From: Graham Osborn	Read Replies (2) \| Respond to of 78704

Re: NTES I've looked at this several times. Each time I end up looking at that organizational chart and getting cold feet. I only buy equity or debt and these securities aren't equity in my view. Probably not an issue in the short term but could be an issue over 10 years. Re: FB Anyone noticed the PE is now below 40? We might conceivable see an attractive valuation for this in the next few years, especially if the market decides to correct rather than continue to rocket upward (it seems likely that FB will continue to retain earnings and their dilution is manageable). Re. UBNT Anyone looked at this? It's pretty much the only new thing I've bought since 6 months ago apart from TSM. Here's what I hold (mostly out of buy range): CTSH SRMC SMCI PHO.V IPGP IEHC EBN.V SAFM USNU GOOGL UBNT TSM