Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (18626)	2/10/2004 9:58:48 AM
From: Spekulatius	Read Replies (2) of 78516

Portfolio update PRCP and WTU bought PRCP a competitor of FARO, but at a much lower valuation. finance.yahoo.com + P/B: 1.3 + P/E 14 + 17M$ cash, no debt + neglected + growth potential due to introduction of new products - stagnating revenues (trough comparison to last years strong order flow) - market share losses to FARO ? - depended on car industry - micro cap I established a starter short position in WTU. Overvalued gas royalty trust, IMO. I see that BPT is rising again, so I may short it again to hedge my longs in the E&P sector.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next