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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (49219)8/27/2012 12:21:02 PM
From: Jurgis Bekepuris  Read Replies (1) of 78760
 
LXK - I really don't know how to value contracting (dying?) industries well. At some point they are great bargains like GCI was at $3-5. But it's hard for me to value LXK or BBY or GME or GCI.

Aside: unlike some people, I don't believe that PC industry is dying. Tablets and smartphones impact PC business due to partial competition, but mostly they are not full-blown replacements for PC, IMHO. Things may change in the future though.

Printer aside: I got B/W Brother laser (HL-2140 bottom of the line). I don't print color and laser is much better for occasional printing, since inkjets dry out if you don't print often. I'm very glad with my current setup. :) Much better than my previous inkjets.
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