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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (53418)	2/14/2014 12:23:06 AM
From: Jurgis Bekepuris	Read Replies (1) of 78704

SPLS - You might be right, but SPLS is definitely in the area where mortar stores gonna continue suffering. I am not sure if their online division can compete. BIG Big Lots - Cheap. I need to drive to one of their stores. Still haven't done that. EXC Exelon (utility/power producer) - Not cheap enough at current results. DGX and LH / Quest Diagnostics and Labcorp of America - not cheap enough for me. DV and APEI - I decided not to get involved in this sector. POT Potash - I hold CF and YARIY. YARIY announced crappy results. I might lighten up. POT is too expensive at current results. CLF Cliffs - iron ore - not interested QSII - Quality Systems - hospital records - billing systems - These guys are really not doing well. I'll skip LHCG - home health - not cheap enough. EXPD and CHRW - not cheap enough. I guess I should not be surprised about the companies, since you said "bottom-feeder model". The prices are not cheap mostly, but that reflects business drops that they hit. Unfortunately, I don't have a great insight on which ones will turn around/recover and produce good returns. So I don't own any of these and no current plans to buy.

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