Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (37897)	5/15/2010 6:21:22 AM
From: anializer	Respond to of 78670

As a DOD person, what I'm seeing is that you are correct in as much as it is actually Government Contractors who are purchasing materials from HWG. The contracts are largely pre-negotiated fixed price type and pose little risk for HWG as the fabric supplier to prime contractors. They are also becoming larger higher dollar value contracts with Buy American clauses. Ballistic resistant vests for example are pretty special. The Brookwood website is interesting to navigate brookwoodcos.com

To: Paul Senior who wrote (37897)	5/15/2010 11:18:01 AM
From: Madharry	Read Replies (3) \| Respond to of 78670

OT I made two bad mistakes this week in terms of investing. In one case I made an intitial investment without enough due dilligence. In another I added to a position again without doing enough due diligence checking for changes in the situation. Now I am kicking myself. I attribute this to lack of an organized method for reviewing materials. They were smaller positions and I didnt do enough checking of facts vis a vis current prices and reading negative views of the shares. I feel like Im spreading myself too thin in terms of owning so many stocks, I just cant give them all the attention they need. Does anyone have a specific methodology they would like to share as far as the due diligence they go through and follow up?

To: Paul Senior who wrote (37897)	6/27/2010 7:29:12 AM
From: anializer	Respond to of 78670

As it stands, I'm down around 7 points on my current position in HWG. I've traded it a few times successfully in the past but it doesn't totally take the sting out of being lower on my current position. This lackluster deterioration over the past couple of months on low trading volume hasn't bothered me much as its seems just to be just lackluster interest coupled with general market malaise. Nothing in the fundamentals indicate its gone totally bad. I'm still positive on the company's outlook for specialty fabric sales and as it approaches the 200 day MA, might consider stepping it up a little and averaging my cost basis on these shares to a little lower basis. i45.tinypic.com