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


To: Paul Senior who wrote (17130)5/29/2003 5:52:57 PM
From: Jurgis Bekepuris  Respond to of 78752
 
GTSI - although I participated in 2 day gamble on Linux in 2000, I still don't like it for erratic ROE, so I will pass.

Jurgis - who passed this golden opportunity last time



To: Paul Senior who wrote (17130)5/30/2003 12:35:06 PM
From: James Clarke  Respond to of 78752
 
re: gtsi...$2.75 baby. what a fun stock to trade. let me know if it goes back there again. this thing was like an ATM machine for a year and a half there.



To: Paul Senior who wrote (17130)6/2/2003 10:48:35 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78752
 
Sold MYG this AM at 25.52. Seems like this market is moving too far, too fast IMHO. Already am leaving money on the table, probably will leave more, but hard to pass up a 20% move (including the dividend capture) in a span of 2 1/2 weeks. Wish they all were this easy!



To: Paul Senior who wrote (17130)8/9/2004 7:50:26 PM
From: Paul Senior  Respond to of 78752
 
GTSI, an 'ole thread fav., today dropping again below stated book value. I took on a few more shares.

I view the company as a reseller of IT stuff to the US gov't. Razor thin margins and low p/sales.

Stock's been much, much lower (when it was bought by several here). So it may not be the bargain it was. OTOH, perhaps prospects for the company might be more positive. Second quarter revenue was very good, and management seems confident of the future.

biz.yahoo.com