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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (36229)	12/19/2009 12:36:35 PM
From: Area51	Read Replies (3) of 78764

KCAP: I still own a significant position here(unlike CHNG where I bought small). My feel is that it should throw off a 16% + yield for many years. But this is largely offset by a significant chance that you wake up to bad news and lose several years of dividends overnight. Did you find the safest and cheapest homebuilder stock you could find yet? AVTR looks interesting to me (book value in the high thirties and $9 cash (net of debt) so I think they will still be around when the cycle turns back up). And IMN seekingalpha.com , STEC are what I am considering in tech land. Best Regards, A51

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