Value Investing Message Board

7/23/2012 6:15:58 PM

2 Recommendations Read Replies (1) of 51743

I like the electronic componentry suppliers at current prices. I started an initial small buy of VSH today, and now I hold that as well as small amounts of IRF, AVX, ARW, AVT.

Fwiw,

I hold INTC from when it was discussed here a while back. For me, there's still the attraction of a powerful company trading at a relatively low p/e (10), paying a dividend for waiting. I don't know the specifics though for the company's prospects.