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  • Dr. Paul Price commented on Sheila Dang's article 11 hr ago
    Signature Select Canadian Fund's Top 5 New Buys
    The Signature Select Canadian Fund (Trades, Portfolio) added 40 new stocks to its portfolio during the six months ended March 31, according to data...
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    Dr. Paul Price 07-03 12:56
    • After 5 straight years of major under-performance, why should anyone care what these guys are buying or selling, except as a contrary indicator?
  • Dr. Paul Price commented on page 11 hr ago
    Peter Lynch Monthly Newsletter- GuruFocus.com
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    Dr. Paul Price 07-03 12:50
    • Note:

      Baxter International's (BAX) spin-off of Baxalta (BXLT) was completed on July 1, 2015.

      Our Equity Portfolio now owns equal numbers of shares in each company. Our cost basis for BAX has been reduced to reflect this event. BXLT shares are now shown as a long holding.

      No new cash was required.
  • Dr. Paul Price commented on page 11 hr ago
    Peter Lynch Monthly Newsletter- GuruFocus.com
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    Dr. Paul Price 07-03 12:48
    • Sjmurphy,

      I try to sell calls with net exercise prices (Strike price + premium received) that approach fair, or above fair value.

      I don't use any hard and fast rules about minimum set annualized percentages. In our ZIRP world anything well above 5% - 10% in a relatively short period of time could be considered.

      I have already sold some TSm Jan. 2016, $25 & $26 calls agianst the recently acquired shares. Having to sell for $3 - $4 above this week's purchase price would be a very acceptable acceptable 7-month return.

      The $0.95-cent or $0.67-cent premiums per share received have been used to buy DDR, and more KORS shares at very favorable prices.

2015-07-01

  • Dr. Paul Price post a new topic 07-01 17:01
    Peter Lynch Portfolio 29 - Trade Alert
    A $16 Million Vote of ConfidenceAn company insider bet big on DDR last weekNobody knows what their own stocks are worth better than the people running the firms.On June 22 – 23, 2015, a DDR Corp (DDR) director made a two-day purchase of one million DDR...
    Comment

2015-06-30

2015-06-23

  • Dr. Paul Price post a new topic 06-23 13:10
    Peter Lynch Portfolio 29 - Trade Alert
    Generac Holdings: Ready to Rumble?Temporary bad news appears more than priced inOur Peter Lynch Portfolio 29 added a new equity position. We also sold two put contracts on that same name today.Power generator manufacturer Generac Holdings (GNRC) came...
    Comment

2015-06-22

  • Dr. Paul Price commented on Grahamites's article 06-22 14:53
    Outcomes Versus Reasons - Part II
    In one of my previous articles, I discussed the importance of separating results from reasons. In it, I stated the following: “One of the things...
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    Dr. Paul Price 06-22 15:53
    • Pepsi grew its EPS at 7% annualized over the last decade and only 4% over the most recent 5 year period (source: Value Line). 

      Assuming 8 - 9% per year going forward might prove to be optimistic.

       
  • Dr. Paul Price post a new topic 06-22 13:34
    Peter Lynch Portfolio - Trade Alerts
    Formulaic Profits from Mead JohnsonWe used weakness in MJN to sell some new puts Some stock never get 'cheap' on an absolute basis. Playing them requires paying more than trifling P/Es. Selling puts after a decline can make potential entry points quite...
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