Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Grommit who wrote (20515)	1/29/2005 1:05:01 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 78661

Housing Stocks: Wouldn't touch them with a ten foot pole. In a rising interest rate and inflation environment, on the cusp of if not at the bursting point of the housing bubble, I'd hold these with caution and strong stops in place.

To: Grommit who wrote (20515)	1/30/2005 1:33:24 PM
From: Spekulatius	Respond to of 78661

re CLE - i immediately liked CLE when i saw it and bought a starter position, thanks for bringing this stock to our attention. I like the clean balance sheet and free cash flow generation and the moderate valuation. it appears to be a GAARP stock with a dividend to boot. FWIW i also bought some more OIIM for what i consider a full position. it appears to me that semi's may have bottomed, and indication is the reaction to mediocre earnings records.

To: Grommit who wrote (20515)	2/13/2005 5:40:23 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78661

re OVNT - based on a forward PE of less than 11, OVNT has become cheap again. Operating numbers look OK, I second Grommit's question - why the drop - the outlook for 2005 does not look that bad to me. Fuel price concerns should hit competitors as well. OVNT has some of the best renatability numbers and balance sheets in the industry and should command a premium, IMO.