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


To: sjemmeri who wrote (13165)10/3/2001 1:10:37 PM
From: Paul Senior  Read Replies (1) | Respond to of 78516
 
Steven J Emmerich: GTSI. I can't comfortably determine sell point. Stock looks like it's hit a six year high. For such a dink company to pop up to new highs in such a down overall market, it would seem reasonable to sell some at this point. Price/sale and price to book are relatively high (compared to recent past years). Still, that p/sales figure is only 0.09, sales are increasing, p/book isn't too bad, p/e is reasonable imo, and if they get/keep/deliver on their big contract there might be even more upside to the stock. Maybe even more business for them if government spending on terrorism increases?

I'll follow you here though and take some profits while I can. Selling 2/3 of my small position.

Paul Senior



To: sjemmeri who wrote (13165)10/4/2001 11:40:52 AM
From: TwoBear  Respond to of 78516
 
I also bought IBI @ 8.9 and CAE @ 9 after Burry pick. Kicking myself for not getting PCAR.

Still considering TDW.