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


To: osubucks30 who wrote (20428)1/7/2005 6:26:00 PM
From: - with a K  Respond to of 78670
 
GTSI was listed as a pick in John Buckingham's Prudent Speculator December newsletter. He had it as a "buy" below $10.50.

No position in GTSI and haven't done any DD, but I remember them as one of half dozen contractors doing business with my client in a former life.



To: osubucks30 who wrote (20428)1/7/2005 8:15:26 PM
From: Paul Senior  Read Replies (1) | Respond to of 78670
 
GTSI's been mentioned here many times in the past. I'm guessing a few folks here were in on the stock's run from maybe 3 topping at 15. It was a pick of Jim Clarke - a favorite poster here (well, imo)and financial analyst who left to become a small cap fund manager.

After the stock corrected, there also were buyers and posts here. For me, I'm still holding shares bought 9/22/03 @ $10.08/sh and in August '04 at prices between $8.31 and $9.35.

In addition to the numbers you mention, I also like the very favorable report from Forbes a couple years back on the business acumen of Mr. Young (Chair. and CEO) who led the rescue of this company. (I've looked now for the specific article, but I must have misplaced it.)

My opinion also is that the stock is a buy at current price. I'll consider adding more.

Osubucks30, I see your profile is recent, so if you're new to SI and the Value Thread, welcome aboard.



To: osubucks30 who wrote (20428)2/1/2005 1:34:31 PM
From: Paul Senior  Respond to of 78670
 
I'll take a few more shares of GTSI at current price.

finance.yahoo.com

Might be a value stock at current price, imo. OTOH, I've been wrong many, many times.