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

To: MCsweet who wrote (34900)	7/22/2009 7:07:30 PM
From: John F. Poteraske	Respond to of 78744

Thanks..Appreciate the post(s). Looks/Sounds positive going forward-fund. look good/chart b/o possible for sure..good read on shares/ceo.

To: MCsweet who wrote (34900)	7/22/2009 8:41:31 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78744

Please continue posting picks, microcaps or not, EKS. They are very important to the success of the thread. I'm not too interested in microcaps currently unless I can easily see why the particular stock stands out as a buy. I don't see that with BDR, why it might be better than so many other value propositions. (Some of these dink Chinese stocks are under stated book value, profitable (it seems), with p/e's under 4. That's the competition for my microcap funds.) So if I don't see a ruling reason for digging deeper into BDR after a cursory glance, I'll just pass. That's just me though - the thing could be a very good purchase idea for others who'll research and understand the stock better. I'm keeping my OGE shares. I like it for Enogex. "Enogex’s transportation and storage business owns and operates approximately 2,433 miles of intrastate natural gas transportation pipelines." I'm interested in the various nat gas shale plays, and the Woodford is one: "Enogex delivers natural gas to most interstate and intrastate pipelines and end-users connected to its systems from the Arkoma and Anadarko basins (including recent growth activity in the Granite Wash play in western Oklahoma and the Texas Panhandle and the Woodford Shale play in southeastern Oklahoma)." GLW's moved up, and I have been considering exiting too. However, I note this comment from a customer which looks bullish to me for the outlook for GLW, so I guess I will continue holding on: "LG Display (034220.KS), the world's No. 2 maker of liquid crystal display (LCD) panels, reported forecast-beating earnings on Thursday helped by robust demand for flat-screen TVs and higher panel prices on tight raw material supplies. 'There will be an oversupply of some extent between from December through February,' chief executive Kwon Young-soo told reporters at a news conference. But I doesn't (sic) appear too worrisome. Even if we face oversupply, I expect makers to choose to reduce output rather than going into a price war.' He added the shortage of glass used in screens was severe and could change the outlook. Glass suppliers such as Corning Inc (GLW.N) have been slow to raise output after last year's slump in the LCD sector, keeping a lid on capacity growth." reuters.com

To: MCsweet who wrote (34900)	8/6/2009 10:11:11 AM
From: MCsweet	Respond to of 78744

BDR (one hit wonder?), This was up 40% or so since I recommended it here, now it is down. I had been unwinding it as it rose, but still had a decent-sized position. With the recent bad earnings announcement, I sold my position down to a small level. It was very, very disappointing in my view. Management had implied a very good quarter, and it came out very negative. Given the earnings announcement was in the middle of Q2, how could they be so clueless? It ruins their credibility in my view, even though the stock is cheap on an asset value basis and claims sales will rebound in Q3-Q4. What's strange, is that I was totally wrong about how the company would do, yet I still made money on the trade, since I had bought below 1.40. This is where the phrase "better lucky than good" comes to mind. Also, an instance where trading compensates for a bad stock pick. Not that I am happy about the money I lost today. MC