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

To: Steve168 who wrote (20314)	12/22/2004 10:19:20 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78557

Steve, if you don't mind the dreaded BB you can look at ADGO - not a below cash play but a very liquid balance sheet, 50% of the market cap is covered by cash. The business of growing and profitable. PE <9. finance.yahoo.com

To: Steve168 who wrote (20314)	12/23/2004 3:26:46 AM
From: stock leader	Respond to of 78557

As you know i own NOVT and have trading shares. I have been out of INFO for several weeks now. i really don't like INFO until after it is determined whether NXTL will drop them in a month or two.. plus Infone service they offer is a schit pile and needs to be dropped , but egos may well prevent that

To: Steve168 who wrote (20314)	2/1/2005 10:13:03 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78557

Steve, your basket is in the basked :-(. It is very likely this basket (TFS, CIEN, INFO, PRCS, NOVT, OSTE, to name a few) will work out well in the next 6-12 months. The stocks in your Dec 2004 list are probably about 15-20% down now. Do you still believe that these companies will turn the corner ? What is your strategy. Average down, hold, stop loss?

To: Steve168 who wrote (20314)	2/2/2005 7:02:26 AM
From: Dave	Read Replies (1) \| Respond to of 78557

Steve, Technology stocks, in general, are interesting value plays since many value investors shun them since the technology sector changes rapidly. I remember reading a short piece about one value investor who will invest in technology stocks, but they have to be cheap and be relatively stable. This investor looks for tech. stocks that are trading at an EV/R of less than .5, Enterprise Value defined as Market Value of Equity + Debt - Cash & Cash Equiv. Within tech stocks, the reason why, at times, book value can become meaningless is the sheer amount of "non-tangible" assets on a companies balance sheet due to their M&A activity. Dave