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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (17337)7/1/2003 11:06:58 PM
From: Grommit  Read Replies (1) of 78958
 
Stock candidates.

"Anyone having a problem finding buy candidates, as I am?"

Yep. And I just ran my favorite screener and didn't find anything of interest. So let's try an easier way:

AS Paul just posted, may I request that all the regulars here post their one or two favorite picks here. Think about your largest holding, most comfortable holding, or most undervalued gem...

thanks
grommit.

Here's my picks ACAS and RCRC:

Number one -- ACAS

This was posted previously, but as a summary FYI:

This company takes some effort to understand. There's plenty of valuable info on the company website -- where they describe the business model and take issue with the short thesis.
american-capital.com

The stock recovered to reasonable levels and and it was looking like the huge short interest was going to propel the price even higher. (The short sellers (selling) basis is around $18-$20 per share.) Then an article in Barrons a week ago which repeated short sellers arguments from a year ago. It drove the stock down from $28 to $23-$24.

barron's article
bdcinvestor.com

rebuttals
finance.messages.yahoo.com
bdcinvestor.com

HUGE insider buying:
biz.yahoo.com

finance.yahoo.com
american-capital.com

Stock Pick Number Two: I had trouble finding a number two. I narrowed it down to one of four and pick RCRC of the four:

finance.yahoo.com
Already written up here awhile back.
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