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: Don Earl who wrote (15406)	9/9/2002 4:12:12 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78673

Don Earl, A very difficult question you asked: an opinion on the most solid, most beat up, most undervalued. I don't know that I can pick them out or limit it to five choices. Not sure I even want to try. Did you not say, or perhaps I am inferring, that you use this site for ideas for shorting? If so, does this not mean, since I'm posting the most stock ideas, you're using me for a source for buying puts? (Sigh), That could be working out quite well now for you. Not the purpose I'm intending to serve, but at least somebody might be using stock picks here to make money -g-. ------- I'm adding to my position in URS today. It's beat up plenty (But not most beat-up to me--I'm adding today at new annual low price, but that's still higher than my first purchase price); it's pretty undervalued (The p/e is low, as is p/sales and p/book); it's not most solid though, because d/e is 1.7. My dilemma is that I own URS, I'm buying more today, yet I'm reluctant to include it in a list of most beat up, undervalued, and solid. So either I'm foolish to buy such a stock which I can't say with certainty is even in my own top five, or else, there's maybe nothing that I can mention - they all have warts that would keep them off such a list. I've also added a bit today to my losing position in BAY. Given its size and business history, relatively little debt, being a pharma/chem below stated book,at a new low, I'll guess and place it on the list. (There's your put candidate! -g-)