Grommit: some nice choices you've got there, imo. I'm with you on CMH, WNC, and SPF. PLCE looks too expensive. I'm looking at DCX (DaimlerChrysler) which has come down in price, rather than F, which several auto analysts are recommending as the better buy, I believe. I still have BD (Budget) instead of AVI (Avis). Looks like AVI though is the better bet at this point, imo. Holding MAXS--- I don't see much that's changed recently--It may take a couple of more quarters to see how the Anne Klein line works out.
I've added to my position in CP Clare (CPCL) today. Here we have a tech stock selling 2/3 of bv and 2 times cash. No long term debt. At higher prices, Marty Whitman was a buyer for his fund.
I've bought a very small amount of Express Scripts (ESRX). A 'pharmacy benefits manager', EXRX is seeing booming revenue and income increases. Selling at twice book and at relatively low price/sales (imo) considering that long term debt has increased also.
Also, I've added to ECIL (ECI Telecom), as it has moved back down near its lows. I still see many positives with this company, among which are - flow of new orders, stock buyback announcement, reasonable p/e, psr, p/bv.
Paul Senior |
