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


To: Steve168 who wrote (21028)4/4/2005 11:28:22 AM
From: Paul Senior  Read Replies (2) | Respond to of 78753
 
Steve168. Not been a good time for small cap tech. I assume and hope it's a cyclical thing, and I am trying to hold on to my positions.

I'll still buy if I believe I see value:

For example, AVCI. Has again dropped below cash value+short term investments. No long term debt. Trading at about net current assets. (A negative is that these current assets are diminishing every year.) I've upped my position this morning.

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