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

To: Walter Bagehot who wrote (37185)	3/30/2010 11:48:36 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78740

Some interesting names youa re throwing around: Timberland (strong business brand and value characteristics) Strong brand maybe, but what value characteristics/ I don't see anything. Daily Journal Corp (cash per share; run-up in share price is large though) Dying business (newspaper) but very cheap based on cash flow multiples. Cigar but stock. Tessera (strong revenue growth historically and value characteristics - price seems depressed as it has missed guidance...sign for me to buy) Tech stock, majority of their business is in very competitive markets (semiconductor connects& packaging) but they have a lot of IP and fairly strong margins. I also like their micro-optic business - it has a lot of potential. this could become a takeover candidate because of IP. I think it's not extremely cheap at this point but at lower prices, i'd be interested.

To: Walter Bagehot who wrote (37185)	4/1/2010 11:40:59 AM
From: Jurgis Bekepuris	Respond to of 78740

CRDN - I was a big holder, sold most at a loss. "temporary earnings weakness while the end users of its products are hit by the cyclical downturn" does not express well the fact that military is buying less of their armor inserts and paying less. There's nothing cyclical about military purchasing downturn unless you assume US is going to some other active war sometime soon. Yes, they have their silicon crucible business that may recover somewhat with solar energy recovery. Not obvious to me that it can replace enough of the lost military sales. Their other businesses are even more unproven. They purchased some semicon equipment company that may or may not be profitable at some point in the future. They have some aluminium smelting product plans that haven't been commercialized as far as I remember. And also something for nuclear power plants? It could be great investment if they strike a right product somewhere again. It's a gamble, since none of the new products have guaranteed business right now. It's cheap on P/B basis, but I decided to move on.

To: Walter Bagehot who wrote (37185)	4/2/2010 12:06:43 AM
From: Jurgis Bekepuris	1 Recommendation Respond to of 78740

DJCO is probably the best in the dying industry. They have a nice niche of lawyer related products that might be less susceptible to internet competition. Although I've heard that lawyers have been cutting expenses too, so they might move to cheaper internet solutions as fast as they appear. DJCO also did good business on publishing foreclosure notices last year. I was thinking of buying but hesitated too long. You are right that price has run up quite a lot and it's not cheap anymore.