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


To: TimbaBear who wrote (18278)12/29/2003 12:52:49 PM
From: Paul Senior  Respond to of 78525
 
TimbaBear, nice move in RTWI since you first mentioned it. Still might be a value play:

finance.yahoo.com

I'll make a small, exploratory buy. I like the apparent cash hoard and positive last quarterly report. Negatives for me too are the business model (workers comp./government dependent business), and a stock price already significantly up from lows.



To: TimbaBear who wrote (18278)2/17/2004 3:54:04 PM
From: Paul Senior  Read Replies (1) | Respond to of 78525
 
I'll take a little more RTWI here.

Not so sure of sustainability of profits, but given that Yahoo shows $5.92 in cash with no ltd, and that stock is @ $6.34 (with book at $6.54), upside/downside looks favorable to me.

biz.yahoo.com

Paul Senior
Although seeing that the stock has traded as low as $1.80/sh in the past 12 months, indicates I could be very wrong about the downside level.