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

To: Arthur Radley who wrote (35157)	8/19/2009 2:39:21 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78688

Texasdude - Nothing wrong with owning HRC at the right price : Message 25403100 Now it's trading at 19$ and a PE around 18. Unless there are good growth prospects that is a little pricey for me. Competitor SYK (hospital beds are only a small part of their business though) is tough as nails. I heard there beds are cheaper which may give them an advantage in the current economic backdrop.The fact that the stock rallied of it's low (less so % wise than FVE by the way) has nothing to do with this stock being a value or not. FWIW nothing wrong with bringing up different ideas, even if they run against the grain of many posters here. Our critique of stocks should not discourage you from posting here.

To: Arthur Radley who wrote (35157)	8/19/2009 9:06:42 AM
From: Grantcw	1 Recommendation Respond to of 78688

TD, I guess my main point about these hotel/senior housing stocks is that yes, they've taken some lumps in their business as well as their stock price. Some are still down 90% from their highs. That being said, I think there are some plays on these stocks as values in hopes of the economy turning around. I own more stable companies definitely, that are growing (like CREE for example), but I'm not necessarily sure that my returns with CREE (currently setting a 52-week high) are going to better from today on than they are with SPPR, FVE, etc... I do appreciate your insight into the negative parts of some of the companies I own. But, I expect my stocks trading at $1-$3 a share to have some issues. :) Thank you, cw