Morning all,
New to SI and this thread, but been following value investing principles for a while now.
A few thoughts and questions for the group:
Apogee - Priced at a little above book, though I am cautious of the low cash levels in the business (little debt). Not sure it is a true value stock, but has a long dividend track record as well.
Enstar - Priced below book, with huge cash balances. I am trying to understand insurance business in run-off and the liabilities involved. Not sure I will get there, but any thoughts?
Peerless Systems - priced marginally above book and cash levels in business. However, business seems to have changed in 2008 when they sold all their patents - is there more to the business than I have understood here?
Satyam - so I'm mad after their accounting scandal, but I would figure that those customers who have stayed (and the product was good apparently) will continue to stay, the business is priced very cheaply below book, and with little debt. Any further liabilities is the question?
Does anyone have a good stock screener covering European stocks and securities? (I use Google Finance for screening for value characteristics that is NYSE, NASDAQ and AMEX only at present)
Good to find this thread.
Alex |
