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

To: David who wrote (18396)	1/11/2004 2:05:36 PM
From: Dan Meleney	Read Replies (1) \| Respond to of 78753

Value Investing Recommendation / Discussion sites This is another interesting site. Quite in depth analysis. Members rate each others' suggestions/analysis. It has a 2 month delay for non-members, but it still offers some interesting ideas from which I do my own due diligence. valueinvestorsclub.com Dan

To: David who wrote (18396)	1/11/2004 6:28:52 PM
From: Paul Senior	Respond to of 78753

David, thanks for the link. Hadn't seen that one before. Looks like the sample write up (2002-2003) had some good performers: finance.yahoo.com Even now TONS might work: steel companies are popular again. MDTH with its low p/bk and p/sales still looks like a buy to me even though it's up quite a bit from lows. List of 200 best values from Oct. is outdated, but I'll go through it to see if there's anything I like.

To: David who wrote (18396)	1/12/2004 12:44:02 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

David, as regards that site: I've started an exploratory position in MDTH. It may make a good addition to the other health care stocks I've got. From the site's list of 200 undervalued stocks, I found MXBIF, and I started a small buy. Inexplicable company. And part of that is with its numbers too- the company seems to always have been associated with a a low p/e, but with good profit margins (although they've been slipping), a decent roe and roa, and a reasonable or better p/bk.