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


To: Paul Senior who wrote (19668)2/7/2005 10:51:57 AM
From: Paul Senior  Read Replies (3) | Respond to of 78714
 
I'll up my losing position in VSH a bit today.

P/b = .8
psr = .9

In many past years avg. p/b > 1.2
In many past years avg. psr > 1.2

Stated b.v. has increased every year since '95 (as far back as my info. shows)

Company looks poor imo on roe and profit margins. Vishay is a manufacturer of "passive and discrete active electronic components". Hard for me to see the need for all these components going away through technological obsolescense.

Stock's now at about $13; I look for $20 in two years.

All jmo, and I've been wrong many, many times.