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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (37185)	3/30/2010 11:48:36 PM
From: Spekulatius	Read Replies (2) of 78714

Some interesting names youa re throwing around: Timberland (strong business brand and value characteristics) Strong brand maybe, but what value characteristics/ I don't see anything. Daily Journal Corp (cash per share; run-up in share price is large though) Dying business (newspaper) but very cheap based on cash flow multiples. Cigar but stock. Tessera (strong revenue growth historically and value characteristics - price seems depressed as it has missed guidance...sign for me to buy) Tech stock, majority of their business is in very competitive markets (semiconductor connects& packaging) but they have a lot of IP and fairly strong margins. I also like their micro-optic business - it has a lot of potential. this could become a takeover candidate because of IP. I think it's not extremely cheap at this point but at lower prices, i'd be interested.

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