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Strategies & Market Trends : Value Investing

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To: rllee who wrote (47875)5/9/2012 12:28:27 PM
From: Sergio H2 Recommendations   of 78659
 
Based on their improving margins and business model, I see value. MSA's price to book value is high. The chart issue is a sore spot for me. I don't think that stocks near their highs are excluded from being value stocks. Look at the Berkshire Hathaway portfolio and you will find many of the components near highs.

I posted on MSA on this thread in response to an earlier post finding MSA to be a good value.

Message 27866389
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Thanks again for pointing out the ROIC warrants.
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