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

To: SI Bob who wrote (29272)	12/16/2007 7:36:57 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 78752

I'm a proponent of sticking primarily with industries you understand, and the better you understand an industry, the more active you should be in it. Bob, now that you mention it, let me ask you about a car related stock that I've drawn a blank on when I've asked others about it: Finish Master (FMST.PK) - a pink sheet company that is "the leading national independent distributor of automotive paints, coatings and related accessories to the $2.5 billion U.S. automotive paint refinishing market." finishmaster.com They went Pink because they felt that complying with Sarbanes-Oxley was too expensive, but they still file audited financial reports with the SEC. A value shop that I have high regard for (Tweedy Browne) highlighted them in their latest report to holders of their funds. I'm curious to hear from anyone who is familiar with the business, or with that sector in general. It looks like a good business and automotive suppliers in general are beaten down, but I don't know a lot about the sector. All others welcome to chime in as well, of course.

To: SI Bob who wrote (29272)	12/16/2007 10:54:17 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78752

Congrats on the new car buy. Too bad that Subaru stock doesn't seem to have a market. pinksheets.com I missed it in '73-'75 when I shoulda/coulda/considered but dint buy, and the stock was actively traded in otc market. Whereas I didn't buy, Peter Lynch did: I believe he said it was one of his best buys, rising by the late '70's many fold from his original entry. If I recall correctly, KIA has been a very profitable company for many years. I don't see a market for that one either. pinksheets.com I'm surprised NSANY stock seems to be stuck in a rut: pinksheets.com Nissan stock did well when when Mr. Ghosn first came aboard. Now there's the success of the Altima models. Further, maybe the new G37 Infinity is moving closer to knocking the 3 series cars down from top of the public perception of price/performance/value in this segment.

To: SI Bob who wrote (29272)	12/18/2007 1:12:17 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78752

OT (maybe): I used to consider American cars to be junk compared to imports. Recently I read in AAA magazine that they think that the quality differential of American cars to imports has narrowed. Do you see this to be the case? I.e. have American cars become better compared to imports recently? OTOH, I think that the next car I want to buy is a hybrid and for that Toyota seem to be the frontrunner. Probably, Prius. Although I am value-investor-cheap, so I may just buy something 5-7 years used instead. ;)