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

To: Suma who wrote (29779)	1/19/2008 10:26:12 AM
From: Bridge Player	Read Replies (1) \| Respond to of 78465

It sounds to me like the upturn may be due to their competitors going broke, with their resultant increase in market share, rather than from an upturn in Sarasota building or the economy.

To: Suma who wrote (29779)	1/21/2008 1:28:46 PM
From: Debt Free	Read Replies (1) \| Respond to of 78465

Suma shows the wisdom of being debt free - It is easy to get caught up with using OPM, but it is clearly obvious now on how foolish it can be to do so. Grow slower with little or no debt and survive or grow faster using a lot of debt and potentially lose most if not all. I pick debt free and growing slower. Now is the time to be buying

To: Suma who wrote (29779)	1/23/2008 6:47:48 PM
From: Madharry	Respond to of 78465

the only problem is that frequently companies that have gone under and are operating under bankruptcy protection may have a competitive edge over those that havent. I guess this is particularly true of union situations. so may not apply in the cabinetry case. However not having debt can lead to poorer operating decisions too such as not laying off surplus employees or not trying to negotiate more flexibility.

To: Suma who wrote (29779)	1/24/2008 9:55:27 PM
From: Spekulatius	Respond to of 78465

Suma, everyone has it's own perspective based on what he see's. As for me, i do not see an recession yet. I work in the components business which is volatile and vulnerable to slowdown. We still see a healthy business activity and the low US$ helps a lot to win business in Europe that we never even pursued before. this slowdown does not feel like 2000/2001. I also talked to neighbors who do architectural work (contracting). I was expecting an Armageddon perspective but all they only told me that the news they are hearing is far worse than the actual business reality that they are seeing. Also i have not seen contractors all that hungry for work that they offer substantial discounts. maybe prices are not that ridiculous any more than they were 2-3 years ago but that's about it.