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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (55301)5/9/2015 1:04:17 PM
From: Shane M  Read Replies (1) of 78715
 
E_K_S,

It's interesting you mention that post about reversal potential. I was thinking just a couple days ago about updating that study again.

I have invested in QSII in the past (prior to the post mentioned), but I didn't like what I was seeing when I looked at them last year. The reversal/turnaround situations are difficult for me to see through because the trouble is what creates the opportunity, but I remember not having a favorable impression of potential for QSII turnaround when I looked into it back then, particularly some discussion comparing their system usability to competitors. That said, I might need to look at it again. It's been about 14 months or so. If they can get their margins back they should do well.

I really regret selling my CHRW (as mentioned in the post) as their business turned around not long after that. I'm actually thinking of getting back in CHRW again - I'm drawn to the business.
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