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

To: bruwin who wrote (61949)	5/10/2019 1:12:13 AM
From: richardred	Read Replies (1) \| Respond to of 78730

Very simple in VSH PE along with growing earnings better than analyst estimates & ROI . I don't believe that the PE case now for VPG as it has moved up recently from the price I bought it.. Although fundamentally I like the earnings growth moving forward. IMO Cree is not a Value now, but was when it was under 20. If I still owned it. I'd sell it now and buy more VSH. P.S.BTW I still do have my copy of Securities Analysis. I haven't read it in over 30 years. It wasn't boring for me back then, but it is now. The times have changed along with Markets and business . Maybe I'm just an unconventional eclectic investor. However I'm happy with my ways.