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To: James Perry who wrote (21055)4/5/2005 9:22:22 PM
From: gcrispin
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SMTS certainly has an impressive growth record, but at nine times sales, it doesn't qualify as a value stock for me. Please correct me if I'm wrong, butI also think the 17 PE is a bit misleading as they will now start paying taxes in 2005.

However, I appreciate the time you spent outlining our choices and I have three that I have recently purchased and continue to think are values. There are two that I have mentioned on this board: ARDI and IMOS. I have also been buying NPTH, which is the market leader in venous introducers. This is a micro-cap that is fairly illiquid. They had a recent ruling by the FDA that will delay their new steroid-eluding epicardial lead, but this new product has been approved in Europe for one company. I also think that their proprietary advanced delivery catheters that will be targeted initially at the atrial fibrillation (“AF”) ablation and carotid stenting markets could be successful products. These are large markets that could substantially add to a company with expected sales of 32 million and a market cap of roughly 48 million.

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To: Paul Senior who wrote (21056)4/5/2005 9:52:37 PM
From: Brinks
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Paul

I believe what the difference between you and I is as follows: I will take a relatively large position in Storm Cat (% wise to total portfolio) on ground level basis based upon some very extensive due diligence. At this point in time it is high risk. To reduce the risk in my portfolio to Storm Cat I will liquidate let's say one-half the position to recover my cost and ride the remaining "free" shares. I hope that the share price will decline so I will be able to decide whether to "reload" the Storm Cat position. What you are saying that your Storm Cat position is not that significant relative to your total portfolio. I understand therefore your reasoning then.

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To: Paul Senior who wrote (20862)4/5/2005 10:23:35 PM
From: Spekulatius
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re WMT - I redeployed the funds from my BUD share sale into WMT. I think that WMT has better growth prospect which makes it a better investment at an equal PE IMO. Shame factor of owning both stocks is about equal for both ( I never got around of finishing my first and last bottle of Bud light).

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To: Spekulatius who wrote (21059)4/5/2005 10:49:19 PM
From: Wallace Rivers
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I purchased WMT on Friday on the point plus drop. I've had good luck trading it, and it will probably be little more than the same - a trade.
Trading at a PE of 20, the very low end of its recent historical range.

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To: Spekulatius who wrote (21059)4/6/2005 12:38:04 AM
From: Paul Senior
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BUD, WMT. Both high shame stocks for me. WMT so bad imo, that I won't even put it on my screens to remind me of it. As for BUD, my family mostly scoffs at anyone who would consider Budweiser as a beer of choice.

Ah well, I still hold BUD. I'm too ashamed about WMT to admit owning any, or confess that I might add more should the stock drop about another 1/2 point to a new annual low. -g-

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To: Bob Rudd who wrote (15637)4/6/2005 1:33:13 AM
From: Paul Senior
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SGR: Well, for those of us still with it, it looks like this year we've come back up from the valley:

finance.yahoo.com

Shaw's just had or is having a stock offering, and I assume that that has contributed to today's drop in the share price. I hope and expect the drop to be temporary, and I added a few shares today assuming I might correctly be seeing an opportunity.

We know the power market collapsed a few years back, almost taking Shaw down with it. Those problems are behind Shaw (I presume.) Business has come back, and I am hoping business continues to improve as we enter '06. I don't know the intracacies of Shaw's contracts (e.g customer cancellation clauses/terms, % completion accounting, fixed cost contract or not, etc.), but overall, the latest company p.r. from Monday looks promising to me:


"Shaw's backlog totaled $5.1 billion at February 28, 2005, with approximately $2.4 billion, or 46% of the backlog expected to be converted during the next 12 months. Approximately $2.6 billion, or 50%, of the backlog is in environmental the and infrastructure sector, primarily contracts with Federal government agencies and commercial entities; approximately $1.8 billion, or 35%, of the backlog is comprised of projects for energy industry customers, primarily nuclear and fossil fuel power plants; and approximately $0.7 billion, or 13%, related to projects for chemical process industry facilities."

Stock is now under $20. I'll try to hold 18-24 months to see if it might reach $30.

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To: Suma who wrote (21050)4/6/2005 1:33:46 AM
From: Lazarus
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if you give any credence to this sort of thing:

stockta.com

it still looks good.

Lazarus

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To: Paul Senior who wrote (21061)4/6/2005 9:33:23 AM
From: Grommit
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shame stocks! what a good term. i refuse to buy C or BAC due to widely publicized exec compensation issues. now i have a term for my behavior (or their behavior).

yahoo.reuters.com

grommit

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To: Spekulatius who wrote (21059)4/6/2005 1:06:07 PM
From: Paul Senior
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Spekulatius, timely move by you out of BUD! Poor earnings report out today, and stock down to new lows.

I'll add a few more shares to my losing position.

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From: hoyasaxa4/6/2005 2:23:33 PM
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Pick for 18 years

Thanks for the comments, Paul! Working with my father in law in the real estate/ private equity business and no longer an equity analyst. Planning on invest 15K in each of the next 4 quarters in a different fund for our new little man. Leaning with first pick towards the Third Avenue Value Fund or the Vanguard S&P Index.

Noted my major positions in my last post. Centerpoint Energy probably my best pick for the next five years. Still holding Dale's CETV (sold half the position at 51, bought in high teens, low twenties, thanks Dale).

Mike B. and Dale and good old Jim C. are certainly good folks. This thread and Dales remain the only one's I look at regularly.

Interested also in any commentary on my "state of the world" rant.

All the best- HoyaSaxa

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