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   Strategies & Market TrendsValue Investing


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From: Graham Osborn1/24/2016 9:08:53 PM
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Thought some of you old timers might find this entertaining:

m.youtube.com

It's good to know the founder still has a sense of humor

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To: Grommit who wrote (56720)1/24/2016 9:19:17 PM
From: Graham Osborn
   of 75712
 
Why do you find it strange?

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To: Paul Senior who wrote (56748)1/24/2016 9:33:43 PM
From: E_K_S
1 Recommendation   of 75712
 
Re: UNFI - It's fairly valued according to the GN valuation model. I do like their low debt but operating margins are low typical of food stores.

I could not find BOSS only the German apparel company. That one is not a a sector I would buy now.

---------------------------------------

FWIW, added to my TAL shares at $9.23/share, started a new ABBV position again, closed out ABT and peeled off 30% of my XOM @ $75.00/share shares that I bought August last year at $68.00/share. I hate to see profitable Buys (even at very good Buy points) go into the negative.

Still selectively making Buys where my first test is that the company must sell at a discount to it's GN value. Over the last five years, that screen has made me the most money and few if any of those buys blew up. An undervalued GN Buy can lead to a 'value trap' at times so buyer beware.

AP is one that may be the later case but I continue to add as BV increases. Also, SNFCA is selling below it's BV but seeing very few Buyers perhaps because it is a very small cap. Same w/ STRL even after announcing three new contracts worth over $125 mln in 2016 as management promised.

Good investing

EKS

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To: Paul Senior who wrote (56719)1/25/2016 1:54:29 PM
From: Paul Senior
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Adding to my bank stocks this morning as they continue to fall: BAC, C, and Mr. Buffett's USB

finance.yahoo.com

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From: Paul Senior1/25/2016 2:11:55 PM
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Adding to my basket of housing stocks: a few shares now of KBH and BZH.

These two stocks show up on my Graham screen as selling for 2/3 NCAV. However, both show large amounts of deferred tax assets on the balance sheet. Removing those from the calculation, the two stocks don't have that NCAV appeal. Still, they appear cheap enough to me, and I'm betting on the housing recovery to continue - hoping that mortgage rates don't discourage new buyers, and that the companies are correct when they say they have or had difficult quarters because of inclement weather (the typical excuse -g-).

(I hold stickbuilders WLH and MDC also.)

finance.yahoo.com

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From: Paul Senior1/25/2016 2:32:39 PM
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UTX. I'll try again. Reentering this stalwart for a very few shares. Low p/e (relative to itself); history of dividend increases. Low p/bk (for those of us who follow such things) and fluctuating-but-increasing stated book value.

finance.yahoo.com

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To: Paul Senior who wrote (56756)1/25/2016 4:04:19 PM
From: Wallace Rivers
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Bought back in to LM this afternoon on the down draft. Last owned in 2013, sold north of $31 then.

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To: Wallace Rivers who wrote (56757)1/25/2016 9:48:12 PM
From: Paul Senior
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LM. Looks like Mr. Pelz/Trian Fund are still in it. Maybe he/they will use their clout to bring about an improvement in the stock, as they apparently effected after they bought the stock when it was at these levels previously.

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To: Paul Senior who wrote (56758)1/25/2016 10:29:17 PM
From: Wallace Rivers
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i was surprised to see Legg had round tripped from 30 to 60 back to 30 since I sold in '13. Talk about dead money. I forgot about Peltz/Trian, I purchased as a reversion to the mean play.

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To: Paul Senior who wrote (56756)1/26/2016 7:16:59 AM
From: Ditchdigger
   of 75712
 
I'm watching utx as well. Would like to start a position a little closer to or south of 80 though for technical reasons.

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