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

To: Paul Senior who wrote (21360)	5/22/2005 12:25:32 PM
From: - with a K	Respond to of 78673

IPII. Buying. Initial buys 12/04. Most recent buy 5/18/05 @ 9.18. Low p/e, and growth in Florida market. FWIW, my posts on IPII, Imperial Industries: Message 21320732 Message 21321422 Message 21325823 Message 21183888

To: Paul Senior who wrote (21360)	5/22/2005 8:52:43 PM
From: E_K_S	Respond to of 78673

Wow Paul, that's quite a list. Building Materials Holding Corp has an excellent 2yr and 5yr chart. In fact a lot of the companies that you have listed like TARR have good five year appreciation. I wonder if I may be late to this party. I do like WHR (especially with the recent news of Maytag being bought out by a private party). WHR makes better products, has less debt and still is relatively cheap at 11 times earnings with a very low price to sales ratio. These manufactures still carry a lot of debt which can limit their upside gains when sales turn down. I used to own HD in the low $30's but sold it and agree with you that from a "value" perspective there are probable better plays. Thanks for your list.

To: Paul Senior who wrote (21360)	5/26/2005 8:03:52 PM
From: E_K_S	Respond to of 78673

Paul your remodel stocks had a great week. All were higher today. Symbol (Company) Close* Volume Close* (%) IPII (Imperial Industries) 10.75 +1.45 68300 +15.59 TWP (Trex Co) 38.20 +1.44 521200 +3.92 BXC (BlueLinx Hldg) 11.50 +0.40 95500 +3.60 BMHC (Building Matrls Hldg) 62.97 +1.82 133300 +2.98 EXP (Eagle Materials) 91.10 +1.88 238700 +2.11 GFF (Griffon Corp) 19.87 +0.35 247500 +1.79 WHR (Whirlpool Corp) 69.44 +1.17 1053300 +1.71 BDK (Black & Decker Corp) 86.72 +1.27 805000 +1.49 TARR (TarragonCorp) 22.21 +0.32 51700 +1.46 HD (Home Depot) 39.92 +0.55 5342200 +1.40 CX (CEMEX S.A. ADS) 38.36 +0.52 630700 +1.37 MAS (Masco Corp) 32.25 +0.35 1983700 +1.10 JJZ (Jacuzzi Brands) 10.40 +0.10 561100 +0.97 HBP (Huttig Building Pdts) 11.10 +0.05 21900 +0.45 ======================================================== I guess the party is still going on. I am working on establishing a "covered call" straddle on WHR where you sell the call, sell the Put and buy the stock. The stock still seems to be a value play at 11 P.E.. The real money will be made on collecting the put & call preminums each month. EKS

To: Paul Senior who wrote (21360)	7/7/2005 2:15:55 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78673

Fwiw, trimmed PHS just a little, moved funds to MAS. Masco: relatively low p/bk low forward p/e low relative p/e (Yahoo ttm compared to past years) Good and improving ROE (compared to past years) Very attractive p/sales ratio (compared to past years) dividend history of dividend increases Reasonable stock price (imo) for the profit margins you get kiplinger.stockgroup.com