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

To: richardred who wrote (39326)	9/18/2010 12:37:45 AM
From: Jurgis Bekepuris	Respond to of 78752

Not a bad screen. I own ATW, DO, GLW, GRMN, IDCC from the list. Not counting GRMN, these are still pretty attractive. ABAT is yet another cheap Chinese small cap. I have not looked very deeply at it. AFAM is dogged by SEC probe and resulting lawsuits. It would be interesting otherwise. ESV is cheap, but I'd prefer more deepwater drillers. No interest in the rest.

To: richardred who wrote (39326)	9/20/2010 4:34:15 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78752

Thanks for the Graham screen, richardred. Some of these stocks keep falling into and out of Ben Graham value. CENT is one like that imo; I've followed it for several years, have no position currently. WILC too, has been mentioned here over the years. I'm trying to reenter AP (Ampco-Pit) again. Price is still too high for me though. I saw APT on that screen, looked at it, and decided to take a few shares. "The company offers disposable protective apparel products, including shoecovers, bouffant caps, coveralls, gowns, frocks, and lab coats for the cleanroom, industrial, and pharmaceutical markets; and building supply products comprising construction weatherization products, such as house wrap and synthetic roof underlayment products to construction supply and roofing distributors." Couple negatives: with flu scare of last year gone, demand for company's consumable products will begreatly diminished. Secondly and more significantly, APT's key distributor decided it will compete with APT, so it has stopped distributing APT's product. This has been the reason I've not bought the stock previously. Steadily increasing book value, no ltd, history of profits have characterized this company. I'll go for a few shares at current price, and hope the company can use its ample assets to recover. Pretty good positive summary here on Seeking Alpha: seekingalpha.com Only point the guy maybe missed is that for such a dink company, there seems to be an awful lot of daily volume in this stock. Perhaps I'm just overly sensitive to that because I'm having to be very careful in extricating myself from similar dink companies in this sector with low volume and wide bid/ask spreads (LAKE, ABIX.pk) finance.yahoo.com

To: richardred who wrote (39326)	9/21/2010 4:23:04 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78752

I'll take just a few shares of ATW from this Graham listing. I really don't like stepping in now in a strong stock market and after these shares have continued to move up off lows. Still, p/e current and forward is low, and these numbers are lower than some competitors. D/e is okay. Given what you get for what you pay, the profit margins and roe are good if business holds up. I'll take a few shares to at least track the company. Fwiw, other positions that I hold in related businesses are: CKH HOS NE TDW VTG SDRL ACGY SBEAF.PK SVMRF.PK GLF GIFI DPDW.OB