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

To: Paul Senior who wrote (33206)	1/5/2009 8:22:35 AM
From: anializer	Respond to of 78613

A couple that are peaking my interest are: HOS which sells at a huge discount to tangible book, has been decimated, and recently upped guidance. When the Co. ups it's guidance it holds more weight than an analyst upping. The seem to be doing fine in a crummy environment for energy stocks. stockcharts.com[w,a]daolyiay[dd][pc13!c40!f][vc60][iut!ud20!uh14,3 CEO has been buying recent lows and estimates for 2008 and 2009 look OK. finance.yahoo.com ASFI has been beaten down also, earns are positive, though estimates are decreasing. finance.yahoo.com The play here is a thought that they will be able to buy some receivables from companies and banks that are being written off for maybe 5 or 10 cents on a dollar going forward. I agree, no need to jump as we don't know if the lows on indexes will be retested or even violated. I'm thinking they will by March so just trying to prepare some ideas for opportune entries. MOSY is also interesting however the discount is not that enticing relative to tangible net assets. Continued losses also present a question mark. ORH came off the list.