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


To: Paul Senior who wrote (61229)4/20/2020 10:12:37 AM
From: E_K_S  Read Replies (2) | Respond to of 78715
 
Looking at EMR again at $45.00/share or lower. Need to diversify portfolio w/ new value stocks that can/may operate in the 'New Normal' w/ virus. Never owned this but have always had it on my watch list.

Would like stocks in semi industry but many still too expensive.

Their Emerson Automation Solutions business helps process, hybrid, and discrete manufacturers maximize production, protect personnel and the environment while optimizing their energy and operating costs. Their Emerson Commercial & Residential Solutions business helps ensure human comfort and health, protect food quality and safety, advance energy efficiency, and create sustainable infrastructure.
Still expensive based on PE (forward PE @ 20), BV=14/share,

EKS



To: Paul Senior who wrote (61229)10/26/2020 4:06:29 PM
From: E_K_S  Respond to of 78715
 
Sold some EMR for a small gain and put the proceeds into TER. TER was brought up by Spekulatius and I started a small position. Now that it is +25% higher, I bought a few more. Last earnings report (10/20- Teradyne +4% after Q3 beat includes strong guidance upside ) was very good and not too expensive at 17.52 PE.