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Strategies & Market Trends : Value Investing

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From: MCsweet	11/7/2008 1:18:50 PM
	1 Recommendation Read Replies (3) of 78748

Some deep value candidates. These are microcap stocks that I think have long-term value and only a handful of people care about. TAIT --- Pays a 0.05 dividend. Way under asset value, although a lot of it is inventory that they are very very slowly unloading. CEO and CFO have been buying stock recently. LOAN --- Recently started a lending business. Great timing :) Selling at 1/3 of book, basically no leverage (unlike banks/brokers with 10-1), so I think margin of safety even if some loans go bad. SUAI --- Dink insurer selling at less than 1/2 tangible book. Investment are very high-grade, minimal losses last quarter. Will maintain conservative investment approach, but who knows how underwriting will do. Trading at 3.30, rejected $6.50 buyout earlier this year :( GV --- Infrastructure company (has benefited from hurricanes before). Still has a few Florida condos trying to unload. Good cash balance. CEO bot 300k shares a month or two ago and potential buyback. I have more, but won't deluge everyone. MC

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