Hoyasaxa, I don't have a good definition for "good company". Here are a few companies whose stocks I own whose prices are not at highs. Most of these companies have been mentioned previously here or on Buffettology thread. They might still be buys; they might not be: (in no particular order)
IACI: Barry Diller's internet conglomeration. I recently added to my position.
STRD: Discussed here recently. Cigar butt with cash somewhat under current price. Margin of safety. I hope a turn-around situation for patient holders. Very thinly traded. My opinion is that it's not a stock for casual value players.
STNR: Has been very profitable running salons in cruise ships. Big issue is that at least one line has decided they can do as well, and to test that, they've kicked STNR off a couple of new ships and put their own people/products in. (Summary from memory. May have specific facts wrong, but the issue is correct.) STNR may be able to cope, may not. I bet small that they can.
ANF: Have they lost their marketing touch? Are they out of touch with their customers? Strong brand, low p/e (if earnings are there)--- still worth a small bet at current price, imo.
TZA: Crooked or sleazy management perhaps. But to me, business looks intact and going forward, the company seems like a pretty good play on growing Hispanic tv market.
SGR: Wins another government construction order. (PCR on my watch list. Oops and dang. Missed it!) Okay psr, p/bk. These construction companies - I don't know if it's the % completion accounting they use (?), but they seem to suddenly and occasionally restate earnings DOWN. Small commitment in SGR only.
I like home building stocks as well, and they've come off from highs. But if anyone wasn't interested in them in the past few years, they likely wouldn't be looking to buy them now either, I would guess.
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