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

To: Paul Senior who wrote (34698)	6/5/2009 5:35:02 AM
From: anializer	Respond to of 78731

I'm a little perplexed on the auto related group these days. CRMT has come off my value screen, but continues to do well. Same for TTM. I suppose many stocks will reach severe overvaluation before its all said and done. But 20% of my list has already reached levels where I would no longer consider them bargain values. LAD remains on my value list while I no longer own it at the moment. PBY remains marginally on the list but it could come off if this advance continues. MGA remains on the list but that one has alot of goodwill and tremendous exposure to the big 3 or should I say small 3. Other auto related stocks that remain on my list include SRI which is questionable, TWI, NNBR, PLI, SUP, SMP, ALG, and ACAT. It seems logical that investors would want to stay away from a troubled industry group, but so far the stocks are all being swept away with market dynamics