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

To: hoyasaxa who wrote (19199)5/10/2004 2:41:17 PM
From: Dale Baker  Read Replies (1) | Respond to of 78596
 
Just going by the numbers I see plenty of screaming values. Problem is, they keep screaming as they get cheaper.

I am building up cash and waiting for some charts to level out before jumping into the falling knife downpour.

FWIW, I missed getting more AMPH by a few pennies under $9 today. It is trading barely above the value of its cash and investments. SCRA had a solid report and strong CC - still think it's worth $25+. TIWI under 1x sales is very cheap.

I own them all and plan to hang on until the market regains its senses somewhat.



To: hoyasaxa who wrote (19199)5/10/2004 3:56:15 PM
From: Paul Senior  Read Replies (1) | Respond to of 78596
 
I don't know about seeing real values, but I added to positions in FBR and AMPH today.

I like FBR for the div. yield and potential earnings growth. AMPH has a goodly amount of cash/securities on its balance sheet.

Have orders in for several other stocks mentioned here previously.


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