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

To: Spekulatius who wrote (19207)5/13/2004 8:58:41 PM
From: Spekulatius  Read Replies (2) | Respond to of 78648
 
Portfolio update bought ELX, sold 40% of MEDI
I bought some ELX. Stock has retreated due to disappointing guidance. Nice growth and decent valuation PE around 16). Market leader in Fiber channel host bus adapters for storage solutions. I also looked at QLGC, a competitor with similar valuation (or even more favorable, once cash is backed out) but decided to buy into ELX because of stronger growth. Both have strong ratings from S&P.

No reason to sell part of my MEDI shares other than i was overweight and want to diversify.



To: Spekulatius who wrote (19207)5/20/2004 4:00:07 PM
From: Paul Senior  Respond to of 78648
 
Spekulatius, re: ABFS. Decided I like your opinion on ABFS better than mine. Sold my position.

In looking at stocks in the trucking sector, the one that appeals most to me now is CVTI. I like the relatively low p/book, the increasing book value, the relatively low p/sales and the low relative stock price(i.e. new annual low today).
Rev. growth isn't so good though, and profit margins seem on a down trend - as does ROE.

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