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

To: Grommit who wrote (18864)	3/12/2004 3:49:43 AM
From: Dale Baker	Respond to of 78523

Hmmmm, more than a few of us who found the tax cuts went to folks who didn't really need it (myself included) and put it back into savings or investments instead of job-generating consumption. Bush strikes again. I was up 14% a few days ago at the 2004 peak, now up just under 10% and not complaining, as long as we can keep some profits for the year. Every time the market slips on a banana peel like this, we seem to give up a few % in what I call the "puff factor" cash flow, then value comes through as dip buyers stick to stuff that is worthwhile. I still sleep well holding stocks with low PE's and good earnings. Let the market do its dance - the long run is all that matters.

To: Grommit who wrote (18864)	3/12/2004 12:18:35 PM
From: - with a K	Read Replies (1) \| Respond to of 78523

Up 6.8% YTD vs. 10.1% on 3/5/04. So I lost 1/3 of profits since 3/5. No big deal. I can relate, as I'm up 6% but have suffered a similar drop. While I agree with you that it's no big deal, I am frustrated with the timing of my entries and exits. I am finding and choosing good companies and stocks but my timing sometimes has me flummoxed.

To: Grommit who wrote (18864)	3/15/2004 2:46:20 PM
From: - with a K	Respond to of 78523

ACS Affil. Computer Serv. rated 'overweight' at M. Stanley CBS MarketWatch Headline 08:23 a.m.

To: Grommit who wrote (18864)	4/19/2004 12:22:18 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

Some nice moves in many of your stocks mentioned, Grommit. I'm interested in HKF now. Do you (or anybody else here) have a current opinion on it? It's still not in the bargain range (for me), but close. Although same store sales have been down, the company seems to be making a lot of good moves (imo): "TUPELO, Miss.--(BUSINESS WIRE)--Feb. 27, 2004--The Board of Directors of Hancock Fabrics, Inc. ... increased the quarterly cash dividend to 12 cents per share, a 20% increase from the previous dividend rate of 10 cents... Larry G. Kirk, Hancock's Chief Executive Officer said, 'Hancock Fabrics' cash flows have historically been sufficient to fund the necessary investments in our store and distribution operations, while also paying meaningful cash dividends and purchasing substantial amounts of treasury stock. The most recent year was no exception, even though the $22 million in capital expenditures in 2003 was the Company's highest due to the new distribution center and the implementation of store point-of-sale systems in 160 stores. In addition, Hancock opened 28 new stores, repurchased almost $10 million of treasury shares, paid over $7 million of cash dividends, and temporarily increased the level of high-turn basic inventory to ensure that stores would be replenished during the relocation of distribution operations to the new D/C.'" Maybe cap expenditures and p.o.s. systems outlays will now be substantially diminished, thus increasing bottom line earnings. I don't know this business well enough. It seems to me that for home sewing and fabrics associated therewith, that there are basically two prime choices?? The person goes to their local Jo-An or Hancock which have a national (more or less) presence. Or else the choice is a local mom-n-pop - if there is one. Maybe we're dealing here with a duopoly in a declining market? finance.yahoo.com

To: Grommit who wrote (18864)	6/14/2004 7:34:49 PM
From: Paul Senior	Respond to of 78523

Home builders down further today. I've taken on a few shares of KBH this morning.

To: Grommit who wrote (18864)	6/24/2004 12:41:21 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

Adding today to my ALD position. I am hoping (and betting) nothing much will come from the "informal SEC probe". At this point, I see nothing that can trump ALD's historically (multi-decade) good business performance. Although there's a lot of short money saying differently.

To: Grommit who wrote (18864)	8/16/2004 10:45:47 AM
From: Paul Senior	Respond to of 78523

TOYS: MAT downgraded and hits new low. I'm still holding my position. The pain continues. Still have a few shares of my long-time holding of TOY. That'll be an interesting one to watch. TOY may restructure and rid itself of the toy business. Negative is uncertainty what business they might actually then, if any, or might move into. Positive is that some analysts believe its cheap leases are worth a lot more than its debt and maybe its current market cap. Still holding a few shares of RCRC. Would like to see if it moves back closer to highs. --------- Started an exploratory position in KDE this am. I wonder if company's success can be sustained - if their key stuff is a fad on the way down - Teenage Mutant Ninja Turtle, Pokemon, Yu-Gi-Oh? Still, they seem to come up with new things. Stock has dropped on lower reported earnings. Here's the positive: Company's at $16+ now with no ltd and ten bucks per share in cash. So a very profitable company plus good financial flexibility for new business initiatives. finance.yahoo.com

To: Grommit who wrote (18864)	8/30/2004 6:36:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

Grommit (or anyone else here who might have an opinion), what about JAKK at current price? I'm considering re-entering. This toy company doesn't rely primarily on Christmas sales, if I recall correctly, so the sometime positive trend of toy company stocks August-Feb. maybe is not a consideration.

To: Grommit who wrote (18864)	10/11/2004 1:32:02 PM
From: Paul Senior	Respond to of 78523

I'll start an exploratory position in die-cast car maker, Action Performance Co. The stock has had its earnings ups and downs & been in and out of favor, and that has really been reflected in the stock price: finance.yahoo.com Stock has been hitting new annual low. With a psr of .53 and p/bk .64, cash exceeding total debt, I'll take a small exploratory position. I expect stock might go quite a bit lower (as it has in past), so I might want or be able to buy more at a lower price. New generations of kids and cars are always coming along - maybe ATN might be able to survive current woes and its stock return to higher valuation once again.

To: Grommit who wrote (18864)	12/2/2004 1:10:04 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78523

Grommit, Speculatius, others: How about an opinion on YELL going forward? It's done VERY well (imo), and is a thread pick for 2004. Sorry I never bought. As I look at the truckers - even the ltl carriers which have lower p/sales, p/book than the truckload sector - YELL has the lowest forward p/e that I see - about 10. That p/e was mentioned here by one of you guys too, I believe. Although YELL is at/near its all time high, finance.yahoo.com I just wonder if it's possible that steady growth can still occur within this cyclical business, and whether YELL might be one of these special companies (and so still be a buy at current price). I do not like stepping in now that these stocks are near highs though! finance.yahoo.com Paul Senior

To: Grommit who wrote (18864)	3/5/2005 12:38:30 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78523

Toy sector: Fwiw, I recently took on a very few shares of BNDCY.pk. I still have a few shares left of TOY, RCRC, KDE, and MAT. Bandai seems to be innovative and creative (I'd guess they'd have to be to stay strong in the toy biz.), as well as bottom-line oriented (which I have not necessarily found as an objective with some Japanese companies I've looked at in past). bandai.co.jp Bet is that Bandai might eventually come up with some new products or enhancements to current product line that might propel the stock (again). finance.yahoo.com finance.yahoo.com