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

To: Grommit who wrote (56706)1/20/2016 4:52:19 PM
From: Paul Senior  Read Replies (2) | Respond to of 74435
Fwiw, I'm with you guys on some buys today. I added to AHT-pe (nice recovery pop on Gommit's "pa"'s I notice. I got a fill on PSX. (This company doesn't look so easy to figure with all its business segments - midstream energy, chemicals, marketing. And it isn't even at lows. It must or ought to be somewhere in Mr. Buffet's circle-of-competence though- he keeps buying and buying. I've found it pays to follow him (and Grommit).
Also added to BRKb.

I'll build up my position in C if/as stock falls further -- if I don't lose my nerve or capital first. I continue to add to GOV (I have been assuming yield (now high yield) from leasing to government agencies beats the concern that investors have with management competence and/or non-alignment with shareholders.) I'll take more CSCO (p/e 12, half market cap in cash - should have enough resources to transition customers to cloud if they need to). Adds to several more, e.g. GILD, STAG, WCC, EPD, CYH, PSXP, MAIN, etc. All small buys.

For something not mentioned here recently, I got a fill for a seed position in Dolby Labs (DLB). Has cash, no ltd, profitable every year past ten. Has managed to triple revenues over past ten years and somewhat reduce share count. Somewhat positive article on its new business ventures here: