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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30762)	4/23/2008 12:40:31 PM
From: Jurgis Bekepuris	Read Replies (1) of 78702

When I traded KONG and HRAY they were both at cash per share and profitable although barely. Now they are at cash per share but no longer profitable. At least HRAY is not profitable and KONG is not really at cash per share. I was looking for another trade from cash levels but got distracted with a lot of other things going on. I am not sure I want to play them again. Although HRAY's big loss is fake, since they just wrote down the goodwill and intangibles. Otherwise they would have been close to breakeven. I am surprised TCEHF is doing so well compared to these marginal players. I did cut my TCEHF position though, since I am worried about their lofty valuation and possible fallout if carriers start squeezing them somehow.

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