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Strategies & Market Trends : Fundamental Value Investing

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From: Sergio H7/28/2012 9:40:18 PM
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Please add ROC as a candidate.

I have a magnetic pull for companies that I think have created a moat by claiming a niche such as the companies that I have previously nominated. DIS in entertainment content, SLM is student loans, RGR in weapons and ammunition.

ROC does not have a long record as a publicly traded co. so its gone under the radar. It's clearly established a niche by being in the top or at worst second in every one of its segments while maintaining metrics that qualify it as a value play. I will do a write up on this stock tomorrow or in the next few days.
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