Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (1475)	7/1/1997 12:06:00 AM
From: Paul Senior	of 78715

All right, I'll go for DRKN Out of last week's Barron's. Durakon Industries. Makes pickup truck bedliners, manufactures towing vehicles. Dull and mundane. Price: 9.5 Book Value: 10. (moving up since '91 ea. yr) Price:Book Value: .95 (low since '91) PSR: .37 (low since '91 about .33) ROE: 11% (range 4.1-28.8%) Stock has sold for over 14 every year since '92. If they can get ROE back up to 14-18%, stock could go to 14-18 IMO. Co purchased shares at 13. A small cap (62M), ala MTY, but I like DRKN fundamentals better. I have same problem w/this co too. -- will they hit a brick wall in terms of sales? (How many liner beds can there be demand for?)? Still on a statistical basis, I'll take a small position in this stock. Paul Senior

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next