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


To: previse who wrote (28886)11/8/2007 10:26:22 AM
From: Paul Senior  Respond to of 78464
 
previse. Welcome to the thread, thanks for your post, positive comments, and of course, your stock ideas.
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ASFI. I'm holding a small position. Not really being knowledgeable about the specifics of ASFI business or their competence (e.g. how really adept they are at buying the defaulted or slow-pay stuff from which they try to collect payments), I decided to go with a package of two, so I also bought a lesser few shares of ECPG. Like you, I am envisioning more business for ASFI (and the others) as the USA economy slows.



To: previse who wrote (28886)1/14/2008 3:10:52 PM
From: Paul Senior  Read Replies (1) | Respond to of 78464
 
Fwiw, adding today a little to my [t]ASFI[/t] position as stock continues to fall.

High roe; low p/e attract. Assuming numbers can be maintained.