Paul,
I am buying now, but since most of my stuff is not value I try to refrain from posting too much of my activity here.
Recently bought some ITWO (high tech, Gorilla Game stock) Very pricey, I'm gambling that they'll win in a proprietary software space with high switching costs. Involved w/ supply chain management and e-commerce and has close ties with Oracle. ITWO is not a value stock, but I wanted to post to show that at least somebody is adding to several positions in this market
Also, bought Creative Labs (CREAF), dominant in computer sound industry. I like their sound cards and speaker systems, and they're cheap. I don't think Intel will usurp computer sound just yet. This is a dog, uhh ... I mean value stock IMO. I think this has a higher risk profile than I like for a dog, but their product is good, and when I go to the computer store their products dominate the shelf space for audio.
Also have been adding to a position in YORK. They own several power plants and cogeneration facilities in US and abroad. Also are involved in alternative energy to a (small) degree w/ efforts in wind generation. (Some states legislate that a certain portion of energy be of the "alternative" variety and this trend may spread). Revenue growth is tremendous, but they've yet to get margins up to par. As they stop the rapid expansion I'm betting margins improve. This is a value stock IMO.
Shane |
