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Strategies & Market Trends : Value Investing
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To: MCsweet who wrote (55142)4/9/2015 12:17:56 AM
From: Spekulatius1 Recommendation

Recommended By
MCsweet

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McSweet, yes I feel the thread and probably Siliconinvestor is slowly dying. It's probably a result for the market as well, with few opportunities to do value investing.

Anyways, my recent buys are:
Adds: QUCT @ 1080$ (discussed before a while ago, possibly a value trap, but very low risk)
FMBL @5930 (buying back some that I sold before). Rock solid bank, still below tangible book
OVLY @9.6$ (also buy back, discussed before)
Looking at MSM (industrial distributor) hopefully cheaper. I like the business model and there seems to be a long growth runway.

I also added DISCA a while ago, more like a GAARP stock and " Munger Canibal" stock.
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