SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (12590)6/5/2001 8:39:51 AM
From: Dale Baker  Read Replies (1) of 78673
 
BLX - I don't know anything about this business niche, but a few impressions:

--BLX trading at book value is good, depending on what makes up that book value

--Earnings growth seems to be excellent. What is driving it?

--Share price gain YTD is minimal. I would probably pass based on that. A net 2-3 point gain since January is not the 45 degrees that really turns me on.

--Economic turmoil in Latin America would make me very wary of anything related to the region.

Interesting but not for me.

I am looking at QFAB and GRTS (buying OSH). Thoughts welcome.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext