Monthly Archives: April 2011

Microsoft: Still an Attractive Play


Microsoft (MSFT) has flatlined over the last decade, but there is reason for hope going forward. Ten years ago MSFT was transitioning from a growth stock to a value stock. In 2001 the P/E was about 40, much too high … Continue reading

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Is Best Buy Undervalued?


Best Buy (BBY) is a multinational retailer of consumer electronics, home office products, entertainment software, appliances and related services. I’ve done my share of shopping at Best Buy for computers, printers, etc. but I admit I’ve also checked out products … Continue reading

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Grading the Level 3 Communications – Global Crossing Deal


Background: Level 3 Communications (LVLT) entered into a definitive agreement under which Level 3 Communications will acquire Global Crossing (GLBC) in a tax-free, stock-for-stock transaction on April 11, 2011. Global Crossing shareholders will receive 16 shares of Level 3 common … Continue reading

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Market correction or another bull market?


What if we could see where the overall market was heading?  Predictions abound and let’s face it, there’s a 50% chance of being correct.  This weekend’s Wall Street Journal (04/09/11) ran a story titled “Is the Market Overvalued?”  What’s the correct answer? … Continue reading

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Is Intel Attractive Under $20?


Given the erratic EPS performance and lack of growth from 2005 through 2009, it’s easy to see why the company’s PE has declined over the years. But the pendulum appears to have swung too far in the opposite direction with … Continue reading

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