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

To: Paul Senior who wrote (24301)	7/11/2006 1:48:08 AM
From: Spekulatius	Respond to of 78648

re DIIB. Earnings don't look as bad as the stock price. I sold a partial position when the stock went up but bought back around 24$. I am holding, the stock is cheap, although some of the business lines have deteriorated more than I thought (bicycles, Furniture). The juvenile business is a Gem, which would be worth DIIB market cap in a buyout. Good consumer business trade a high multiples - note the price that JNJ paid for PFE consumer health care division. I lack of dividend hurth the stock as well, IMO.

To: Paul Senior who wrote (24301)	7/11/2006 2:48:09 AM
From: pcyhuang	Read Replies (1) \| Respond to of 78648

I think that DIIB is going to break the $20 level, based on the following considerations: Qtrly Revenue Growth (yoy): -4.40% Qtrly Earnings Growth (yoy): -11.10% pcyhuang huangcapital.com

To: Paul Senior who wrote (24301)	7/12/2006 3:41:49 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78648

Paul, I continue to hold DIIB, but I haven't added, since it has not dropped much from my purchase price. If you want to see something in real "downward spiral", take a look at LNX. I've been adding a lot of it and this will possibly be my big stand against the market. Either it's getting very cheap while the company's prospects are improving (IMHHHO), or there is something I don't know and it's going to collapse totally. Anyway, I would love to hear any feedback about LNX. It's a bit tough to analyze, since they purchased Lennox assets last year.