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

To: MCsweet who wrote (29387)	12/26/2007 11:20:22 AM
From: Jurgis Bekepuris	Respond to of 78464

FRD - I think this is an interesting one. Small and cheap and profitable. No debt. Margins suck, but that's somewhat to be expected. On the negative side, it seems to be perpetually cheap and small. Might be worth taking a position. ABFS - I wanted to look into this one, but I am not sure I want to be in trucking for the foreseeable future. The gas prices are not going down and I am not sure how well trucking companies can weather that. It does look like OK company from first glance: paid off debt, nice ROE, etc. HRSH - wow, that's a blast from the past. I invested in it around 1997 or so and made some money. And then it blew up. :)

To: MCsweet who wrote (29387)	12/26/2007 11:33:21 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78464

I'll add to my remaining DSWL shares now. Looks okay to me on p/bk, p/sales, div. yield, d/e, cash/sh. Looks not so okay on generally declining roe, declining profit margins, and latest quarterly report. finance.yahoo.com