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04-23-2008, 01:08 PM
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Re: What does your portfolio look like?
Updated.
NVR. Has risen 20 percent from my purchase price, so maybe it isn't a great bargain anymore. American Express. Standing at purchase price. UnitedHealth Group Lately I've been switching a lot, but I think that is not a mistake as long as you have found better companies at better prices. Bought UnitedHealth Group today following yesterday's 10 percent drop. UnitedHealth Group hasn't been this cheap in nearly four years. There are indeed problems with the company, but it seems the 10 percent drop of the company to 34 was mostly noise and a reaction to short term issues. P/E at 10 and Price to Cash Flow at 8? Seems relatively cheap, though not outragiously.     
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| Posted By | For | Type | Date |
| ROIC :: Phil Town & Rule #1, Warren Buffett, Ben Graham Investment Community | This thread | Refback | 01-22-2008 02:25 PM |
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