Turnarund Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bankbuyer who wrote (1171)	5/14/2012 8:03:44 PM
From: Covenant	Read Replies (1) of 1876

Some of the picks are that, others are just early. Good investment returns do not require good companies. You can do quite well with mediocre companies when they are priced attractively. FARM is priced attractively if they were ready to execute a turnarund. Unfortunately, FARM does not appear ready. PBR is a good company and is priced attractively. However, the market is leery of their attachments to the government. The current president used to work for PBR. ALSK is a mediocre company and would be priced attractively if not for the secular decline in land lines. HEK is a lousy company which does not even know what industry they are in. The purpose of HEK is to acquire shareholder funds and enrich management doing whatever management wants. And management changes their minds often over what they want.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next