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Strategies & Market Trends : Value Investing

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From: Paul Senior	4/20/2012 12:29:26 PM
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My comments fwiw on some stocks mentioned here this morning: CASC. Could also be a value stock for me. I'll also place it on my watch list. CBI. Am still holding most or all (can't remember) shares from EKS recommendation in '10. SU. Smallish position among my oil stocks. Will add more if stock will drop. Outlooking that SU will be a ten-year hold for me. GBLB.BR: Will stick with Pargesa-- only because PRGAF.pk easier to buy/sell for me. (A lousy reason) Pernod & Total: Am holding shares of each. Total- I may trade around position. Pernod may be one where I never want to sell. SNDK. Under $30 (at stated bv), I might consider. Am not a fan of their consumer products. COHU. Agree with Jurgis Bekepuris -- not enough value for me at current price given its low roe performance.

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