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Strategies & Market Trends : Value Investing

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To: Sean Collett who wrote (77894)8/18/2025 1:35:33 PM
From: Coolwire   of 78870
 
Sean,

Regarding your comment for ICS Holdings, Inc, (IESC), thanks. Yes it may not be a cigar butt as its Graham number is just under 1/2 its present share price. But it is growing at present at a remarkable rate and that may tilt some to consider it good value considering the P/E is lower than most of its peers also into data centers, but diversified construction companies, i.e. , STRL is one, setting at 30.5. Also Jacobs Solutions, J is another setting with a P/E of 37.6 and three times as large. All seem to be near or at new highs.

All this could end badly once construction backlogs simmer down, however. as you advised.

Happy investing.
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