Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (30844)	5/5/2008 5:34:16 PM
From: Jurgis Bekepuris	Respond to of 78519

PMTI - pretty good valuation, but the results have sucked royally. Looks cheaper than ELOS, but then ELOS has not reported yet and may face similar drop. I'll skip both of them. Not sure what would be trigger for recovery in both businesses. Maybe it's just the economy... The last downturn for PMTI was just scary - do you know if it was economy based, product transition based or what? It is pretty obvious PMTI won't drop to $2 again, but they can drop to 1x cash or so...

To: Paul Senior who wrote (30844)	5/6/2008 6:12:43 PM
From: MCsweet	Read Replies (1) \| Respond to of 78519

OPMR, I gave up on OPMR as well. Too many cheap companies with marginal business models. In this kind of environment, those are a dime a dozen. Thanks for the below-book insurance recommendations. I still think SUAI is interesting here, with buyback slated to kick in after they announce earnings (they announced buyback period starting April 15, but they can't start buying back going right into the upcoming earnings release). With 40% discount to tangible book, we could just live off the portfolio investment income as long as they don't take major hits on insurance reserves. OTOH, I was very wrong on NAHC and only made some money back after buying a lot in December at very depressed prices. MC