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: Jurgis Bekepuris who wrote (41545)	3/1/2011 2:55:21 AM
From: Paul Senior	Read Replies (1) of 78702

re: VSEC I'm not agreeing with a couple of those other points. Could be that "quality of earnings are poor". I can't agree or disagree, because I don't know what the statement means. The profit margin is low. This has been mentioned previously. Okay, but low has to be taken in context. Profit margins in this business for VSEC have always been low. They're higher recently than they have been in the past. It's my opinion if profit margins are "high", the USA government will step in and renegotiate those profit margins down. I'm buying the stock, so for me, I look at what I have to pay to get those puny profit margins, and the price fits within my model for a value stock. Other potential investors who have a different view about those margins will avoid the stock. ============= If this is a reasonable request, please keep your eyes open for oil companies and banks in Tanzania. I'm interested in public companies which might be doing business in that part of Africa. ippmedia.com A real safari! I hope it meets all your expectations. Sounds like the trip of a lifetime to me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next