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

To: Area51 who wrote (35891)11/10/2009 3:54:30 PM
From: Paul Senior  Read Replies (1) | Respond to of 78751
 
CHNG. Saw that too from press release, and consequently I too bought a few shares.

Net income of $17.5M on a base of 16.2M sh. gets me a reasonable, not great, p/e on a growing company that seems to have a good roe. Cash exceeds total long-term liabilities. So it's a buy for me. Small for now.

I am raising my investments in alternative energy. As part of that, I am placing bets on companies involved in vehicles that use natural gas. So besides CHNG being a possible value investment, it's attractive to me based on a theme.



To: Area51 who wrote (35891)12/17/2009 7:07:47 PM
From: Paul Senior  Read Replies (2) | Respond to of 78751
 
In looking here at CHNG, came back across KCAP. Do you, or anializer who's also posted on it, or anyone else who's looked at KCAP, have a current opinion to offer on it?

I looked at it and passed. Can't remember why/how.

At $5.07 now, it's above your recent buy (reported at $4.50). Offsetting somewhat would be buyers now who will get the .25 div (stockholders of record Dec 28).


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