Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (12086)	2/21/2001 8:06:37 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78625

Grommit, DY isn't an easy one for me. I'll put it on my watch list for further review. Several construction/construction related stocks that have been mentioned here previously have turned out to be profitable investments for people who bought at that time. That might work out similarly for DY and other firms which are telecom infrastructure builders. I still have my homebuilding stocks. Considering though, Mike Burry's recommendation for shorting SPF, I might just trim my SPF position. I added to my losing position in SHRP today. While there are some negatives to Sharper Image, I'm still focused on its niche business and its R&D program which has come up with some winning consumer items. Also favorable are its growing revenue, low pe, and low ltd. Paul.