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   Strategies & Market TrendsValue Investing


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To: Paul Senior who wrote (30173)2/28/2008 2:32:09 PM
From: Art Baeckel
   of 70979
 
Paul, nice bounce finally for AAPL. 130ish. Up 7.5+

Good Luck!

ART

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To: Spekulatius who wrote (30181)2/28/2008 5:32:29 PM
From: MCsweet
   of 70979
 
Spekulatius,

We may have to be in this one for the long haul, particularly given the difficulty people have understanding thrift accounting.

A divvy or buyback wouldn't hurt. Make we could give management a call.

In this environment, being in a sleepy stock is not the worst thing in the world, though.

Thanks,
MC

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To: Paul Senior who wrote (30170)2/28/2008 6:35:37 PM
From: Jurgis Bekepuris
   of 70979
 
TRT: do you know what they make and do you see any future recovery or growth? I am concerned that they spend 3 times their income on stock compensation at the time when their income and sales are already dropping. So instead of reporting better earnings, the company decides to spit onto their shareholders and instead payoff themselves. Plus a dividend??? Sorry, but I will pass.

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To: Jurgis Bekepuris who wrote (30188)2/28/2008 7:05:23 PM
From: Paul Senior
   of 70979
 
TRT. They've been profitable in 7 of past 9 years, so I assume their electronics testing service and equipment for that niche can still be a decent business.

But yes, I have noticed it doesn't seem to be such a great bet. While there's the cash cushion, the stock has traded below current p/sales and below current p/bk before -- several times. Stock imo, could easily fall another 20-30% and still not be near past lows by those measures.

I'll try to hold this one though for a while. Possibly because I've had decent results with it before. I'm in it for a few shares as I say, so my portfolio will still be okay if the stock collapses.

Others perhaps should do as you've concluded and done, and just pass.

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From: Paul Senior2/28/2008 8:18:02 PM
   of 70979
 
Buying Dollar Thrifty today. Not going to be a good year for DTG:

"Dollar Thrifty Sees 1Q Loss"

biz.yahoo.com

With p/bk of .57 and p/sales .20, those are low numbers not seen on average in any of the past ten years. And in each of those ten years DTG has been profitable. As management expects it to be in 2008.

Yes, high d/e. Apparently that's in the nature of the business as CAR(Avis), others also show high d/e numbers.

I'll establish position now, and look for a double within four years.

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To: Spekulatius who wrote (30028)2/29/2008 11:20:32 AM
From: Paul Senior
   of 70979
 
Sanofi-Aventis (SNY) now at new 12-mo. low. I'm adding a little to my position here.

finance.yahoo.com

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From: Paul Senior2/29/2008 3:11:42 PM
   of 70979
 
I am building a position in insurer [t]UTR[/t].

Price about at stated b.v. B.v. generally rising (one bad year in past ten). P/e generally higher than current. A little insider buying. I note Fayez Sarofim has been a buyer at higher prices. (I like him/his company for their ltb&h approach with large/profitable companies.) About a 5% div. yield.

finance.yahoo.com

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To: Paul Senior who wrote (29343)2/29/2008 4:27:33 PM
From: Paul Senior
   of 70979
 
Adding to positions in financial stocks today. One is Chinese-American bank EWBC at current price. Upped my exploratory position a little.

finance.yahoo.com

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To: Paul Senior who wrote (27724)2/29/2008 6:20:09 PM
From: Paul Senior
   of 70979
 
Relooked at bdc PNNT and decided to return and establish a position. (Buying yesterday and today)

Makes loans and has had to write down their values. Maybe not enough of a write down yet. Who knows? Or they've not experienced defaults that might occur. Company claims it's diversified:

easyir.com

The stock in $9+ range with nav at $12 discounts a lot of problems. Company founder is buying, albeit relatively small amounts. Not much public history with this company. Dividend yield looks to be over 9% (which is okay, but not great when compared to some other bdc's).

finance.yahoo.com

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To: Paul Senior who wrote (30194)2/29/2008 8:28:38 PM
From: Spekulatius
   of 70979
 
Today whole lot of stocks did hit my buy limits. Today was a good day to buy stocks but not to own them <g>.

SNY - cheap pharma with a PE <9
BP- per Pauls recommandation, cheap major oil
FCH (yesterday), REIT with a 11%+ yield, I bought this one instead of AHT which I sold. I Beleive that FCH has a better balance sheet
Exchanged some LM for AMG (asset manager), to harvest tax losses and diversify
GEHL (rebuy), discussed here before
WF, Korean bank with very limited subprime exposure, very cheap
BBY (rebuy)
TRAD, online broker for larger accounts, cheap and a buyout candidate?
EP - (starter position) Pipeline & NG company. Enron clone on the mend. I am a bif NG bull and wanted more exposure. EP is not that cheap and has quite a bit of debt but I believe they have very nice assets that are going to appreciate in value. In some circumstances, leverage can be good and I believe EP is such a case.

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