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


To: Paul Senior who wrote (23364)2/15/2006 12:25:22 PM
From: Dale Baker  Read Replies (3) | Respond to of 78639
 
I came across SGA - not sure how to value TV/radio station owners. Any opinions?



To: Paul Senior who wrote (23364)2/15/2006 12:31:52 PM
From: Paul Senior  Read Replies (2) | Respond to of 78639
 
AFCO. I read Forbes' "Streetwalker" column to see if there are any ideas that appeal to me. Usually, I find stocks I've no interest in or stocks in which I already have positions.

In the latest column "Five Book Value Bargains", I spotted AFCO, and that one does look interesting to me. Company isn't profitable, but rev's are growing (per Yahoo) and with stock near $20/sh and company having $10/sh cash and no ltd (again, per Yahoo), it's worth a small exploratory bet to me. I'm in for a few shares.

forbes.com

finance.yahoo.com

Fwiw, of the other stocks mentioned, I have had Radian for several years and recently sharply cut back the position; I'm still holding Russell, discussed here last year. I've no interest in AHR; HTCH I'll look at a little closer.