GFF. I liked (bought) GFF during the housing boom because they were diversified in several businesses I liked: housing and military electronics. I especially liked their garage door business: they made large garage doors (larger than "normal") which would accommodate large SUVs,boats, rvs in new houses that were built to have big garages as a selling feature.
Times change. My view too. Now the garage business is a drag, and the stock even at current low price, still seems to me not attractive enough based at my glance of the remaining businesses, or the financial ratios I like to use.
I'll pass on SHLM. I've done that before with SHLM (failed to buy) and been wrong each time though, it seems to me.
Just that SHLM's raw material costs are based on oil prices, and since I have so many oil stocks, I feel I am betting too much against myself by having a stock like SHLM in my portfolio. I face this every time I look at my portfolio and see the airline stocks in it. Although with the airline stocks, they look more beat down and attractive to me than does SHLM.
All jmo, and I've been wrong many, many times. |
