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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (37202)3/31/2010 12:44:53 PM
From: Paul Senior1 Recommendation  Read Replies (1) of 78702
 
DJCO. Has some positives.

Earnings in 9 of past 10 years. Decent ROE, as mentioned. Lots of cash/cash equivalents (investments) and no ltd. It may look like company is playing "amateur investors" - and maybe they are. Chairman of the board is Charlie Munger though. Several pro value investors have positions apparently -- Walace Weitz, Fairholme Capital.

Dinky this company may be; cigar-butt I'm not so sure.

I gave up following this company years ago. The stock's really done nothing except in the past 12-months (sorry I missed seeing it):

finance.yahoo.com

May not be too late for a buy: The price/value proposition might still be there. I'll consider entering for a small amount.

seekingalpha.com
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