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


To: E_K_S who wrote (37352)4/12/2010 9:38:20 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78714
 
EKS,

Thanks for running the screen. As we know, FUQI did not have a long (5 year) history of public financials and now it has had to restate its results, so it is out. From what I remember CHIO also has some accounting issues + it's China company, so I doubt that it has a long history to satisfy Graham.

I don't know about the remaining 3. I might look at them. I doubt they are acceptable if we require "established businesses with long term positive results". :)



To: E_K_S who wrote (37352)4/12/2010 11:59:51 PM
From: Jurgis Bekepuris  Respond to of 78714
 
Regarding the remainder of companies you found:

NTII - has lost money for most of its life. I don't think it's a Graham buy
APT - I think it is a Graham buy unless there are some skeletons somewhere. I won't buy it, since it has too low ROE and margins for me.
YTEC - too short history for Graham criteria.