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

To: Paul Senior who wrote (38256)6/11/2010 9:54:46 AM
From: Madharry  Read Replies (2) | Respond to of 78748
 
OT this is not a value play but after going to the hard assets conference in new york i decided to put a few dollars into geothermal plays. one of them has moved up sharply over the last couple of days US geothermal. the other one i bought into was sra.v. if anyone else has looked into this field and wants to offer some insights let me know.



To: Paul Senior who wrote (38256)9/20/2010 12:59:19 PM
From: Paul Senior  Respond to of 78748
 
URS. Got a fill this morning for a few shares to add to my small position. Not a greatly profitable company or with even okay roe. Profitable every year though in past ten. Perhaps such is a function of the nature of its business - how the contracts are written and the government bidding process.

At current stock price, URS is close to falling into my value box, and I'll just take a few shares here with stock near 12-mo low.

Still holding FLR, JEC, CBI.


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