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

To: Grommit who wrote (29571)1/4/2008 1:34:32 PM
From: Paul Senior  Respond to of 78464
 
I am busy placing buy orders today as well. Several are for the usual suspects.



To: Grommit who wrote (29571)1/4/2008 11:59:35 PM
From: Spekulatius  Respond to of 78464
 
Grommit - OSK is an interesting pick. Formidable growth for many years due to successful execution of a rollup strategy. the downside is quite a bit of debt on the balance sheet and a negative tangible book value (due to high goodwill from takeovers). I'd say it looks like a buy. GEHL of course is not as well managed and it shows in the valuation. Trading below book is quite rare for a company that still is nicely profitable.


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