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


To: E_K_S who wrote (33897)3/20/2009 1:43:59 PM
From: Paul Senior  Read Replies (1) | Respond to of 78735
 
EKS, thanks for the HLX review.

For another idea, fwiw, I'm entering [t]CKH[/t] for a just a very few shares now.

seacorholdings.com

Seacor's been profitable every year for past ten. P/e 6; sells below tangible book value (per SI numbers). Relatively (to itself) low p/s ratio. ltd/e ratio is .6.

Company is so diversified in niches that I can't get comfortable understanding the specifics of the parts or how each might perform in future:

biz.yahoo.com

I'm going mostly by the numbers and my expectation that when totaling the performance of the company's segments, overall company profitability will continue.



To: E_K_S who wrote (33897)4/8/2009 3:54:31 PM
From: Paul Senior  Read Replies (2) | Respond to of 78735
 
Noting the nice pop in HLX. I'm still way underwater. Looks - as of today anyway - like it should have been bought when we discussed it. I shouda/coulda/dint.

finance.yahoo.com