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

To: Grommit who wrote (18557)	1/29/2004 1:30:11 PM
From: - with a K	Read Replies (1) \| Respond to of 78571

Some good KTEC news in an otherwise dreary market. Did .10, beat estimates of .06: Sales for the three-month period ended December 31, 2003, totaled $18.7 million, compared to $15.4 million recorded in the same quarter last year. Net earnings for the quarter increased to $505,000, or $0.10 per diluted share, compared with net earnings of $221,000, or $0.04 per diluted share, in the same period one year ago. New orders received during the first quarter were $18.0 million, compared to $18.8 million for the corresponding quarter last year. At the close of the December 31, 2003, quarter, the Company's backlog was $19.5 million, compared to $18.6 million at the close of the same period one year ago. Orders from international customers during the first quarter were strong and totaled approximately 49% of the total orders for the December 2003 quarter, compared with 34% for the prior-year quarter. Order placement from the tobacco sector was up substantially and orders in our aftermarket business increased nearly 50% over the prior year. biz.yahoo.com

To: Grommit who wrote (18557)	3/11/2004 4:53:36 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78571

Added to MCGC position today. Dividend appeals at current price. Have not much comfort with the companies that MCGC lends to though. finance.yahoo.com

To: Grommit who wrote (18557)	4/19/2004 4:46:46 PM
From: - with a K	Respond to of 78571

HELE from Yahoo post: 100th IBD list by: sean236924 Long-Term Sentiment: Strong Buy 04/18/04 07:00 pm Msg: 6642 of 6643 HELE has just become the 100th on the IBD100 list. Its ranking can climb after this quarter's report. Stay tuned for good news soon!

To: Grommit who wrote (18557)	5/4/2004 5:44:03 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78571

Grommit, I see some of the railroad stocks you follow are approaching an annual high (e.g. your BNI). I'm re-looking at the large RR's whose stocks don't seem to have participated in the sector rally. Two I spot are UNP and CSX. Anybody here have an opinion to share on these two vis-a-vis the sector? I don't see why there's such a discrepancy between these stocks' performance and the others in the sector. Apparently intermodal business is good for all, and my guess is that all should participate to some extent in any rally. Just wondering if it might be a decent play to bet that those not participating are merely lagging and will move higher by-and-by. thestreet.com finance.yahoo.com

To: Grommit who wrote (18557)	7/28/2004 11:01:55 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78571

Nice quarterly reports out by home builders SPF and LEV. SPF may have a p/e about 5.5 now based on management's new estimate of year's earnings. I just guess though - with all the negativity about a "housing bubble", rising interest rates, and home building stocks dropping from highs (thus sort of confirming for many people that home builder stocks are indeed unattractive) - that regardless of p/e, it would be very difficult for anybody who's been a thread reader for a few years and who's not bought the home builders when they were discussed here, to start now with a position. finance.yahoo.com