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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (44438)9/21/2011 12:45:40 AM
From: J Mako  Read Replies (2) of 78472
 
Hi Paul,

Thanks!

Stocks I like/hold:

MSFT - no need to explain.

CNRD - pinksheet microcap. Barges builder. Solid balance sheet. Hurt by the Deep Horizon incident. But they manage to book orders from clients outside the energy sector to offset. Decent ROE and net margin in the last 5 years. I believe it's just a matter of time drilling will resume in the Gulf and CNRD will benefit.

SODI - another pinksheet microcap. Semiconductor manufacturer for DOD. trading at NACV level. Tonnes of cash. IIRC, average ROE is around 11-12%. Got some messy bankruptcy history (and its 10K's need some good editing). I still can't make up my mind to pull the trigger. I wanted some discount to NACV. Am I unrealistic? Anyone got any comment on this?

And i've been vetting Corning (GLW) for a couple of days. No matter how I cut it, the price seems too good to be true. P/E 6-7, double digit ROE for the last 4 years, truck load of cash, CFO was buying (whose last buy was the bottom in 2008). Products not under any near-term technology threat (unlike msft). New product (Gorilla Glass) has potential. It appears to me the market is pricing it for perpetual decline of LCD sales.

Any comment on GLW? Do I miss something obvious?

p.s. Btw, it's GLW got me thinking of subscribing to Barron's because I saw reference to a negative article there.
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