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Strategies & Market Trends : Value Investing

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To: Alex.Man who wrote (49578)	9/26/2012 12:25:54 PM
From: richardred	2 Recommendations Read Replies (2) of 78481

My Opinion FWIW-Alex. I took a brief look as I usually like looking at small low cap companies, but this one might be to small for myself. Looks like they could be subject to defense cutbacks. You have put forth data as why Solitron might have speculative aspects. Might be something to sit on if your diversified. I'm liking some companies high tech group. This is where I'm finding some value. That's because the group is very untimely. BRKS- Brooks Automation is one I've been adding to. They are debt free also and pay a nice dividend for the recovery wait. IMO- As far as MOSFETS go. I own some IRF -International Rectifier and currently taking a liking to VSH - Vishay technology Inc. They are much bigger companies that can withstand a downturn better. FWIW as far as unprofitable companies with a good book value and tax loss carry forwards go. I've been looking at SKY-Skyline again. Why-I think housing is already recovering and hoping the worst may be over for SKY. Rick

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