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

To: Paul Senior who wrote (39348)	9/21/2010 1:08:46 PM
From: richardred	Respond to of 78753

The only one I have in the group is AIRT. It was my largest holding at one point this past year. I re-entered it just recently. It's now my smallest position. We have had discussions about it before on this board. It is a small capitalization and illiquid stock. The dividend is still well covered, but business conditions for it Global division remain weak. I'm not going to add more unless I some positive improvement in earnings.

To: Paul Senior who wrote (39348)	9/21/2010 2:57:28 PM
From: Mattyice	Read Replies (1) \| Respond to of 78753

Here is another BG screen that i ran: Hope you find it helpful. AEA Advance America C A C AIRT Air T Inc AXS Axis Capital Hldings Ltd CSC Computer Sciences Corp IPCC Infinity Ppty & Cslty PLPC Preformed Line Products QCCO Q C Holdings Inc SVT Servotronics Inc UVV Universal Corp Va 1. AEA ($3.74, Avg Vol = 300k, EPS trailing 4qrts = .91, P/B = 1.09, Current Ratio = 5.15, yield = 6.7, LT Debt to WC ratio = .55, Fiscal EPS 1 year ago = .66, Fiscal EPS 2 years ago = .79, Fiscal EPS 3 years ago = .87, Fiscal EPS 4 years ago = .76, Fiscal EPS last year = .95, EPS Trl 4Q > EPS 4 Yrs Ago, EPS last year > EPS 4 years ago 2. AIRT ($8.97, Avg Vol = 7k, EPS Trailing 4qrts = 1.2, P/B = .88, Current Rate = 4.99, yield = 3.7, LT Debt to WC ratio = 0,Fiscal EPS 1 year ago = 1.81, Fiscal EPS 2 years ago = 1.34, Fiscal EPS 3 years ago = 0.94, Fiscal EPS 4 years ago = 0.98, Fiscal EPS last year = 1.54, EPS Trl 4Q > EPS 4 yrs ago, EPS last year > EPS 4 years ago 3. AXS (32.99, Avg Vol = 879k, EPS trailing 4qtrs = 4.88, P/B=.72, Current Ratio = 1.61, Yield = 2.5%, LT Debt to working cap = .17, Fiscal EPS 1 Yr ago = 2.52, Fiscal Eps 2 years ago = 6.29, Fiscal EPS 3 years ago = 5.78, Fiscal EPS 4 years ago = .67, Fiscal EPS last year = 5.15, EPS Trl 4q> EPS 4 years ago, EPS last year > EPS 4 years ago 4. CSC ($44.52, Avg Vol = 1217k, EPS trailing 4qtrs = 5.33, P/B=1.07, Current Ratio = 2.16, Yield = 1.3%, LT Debt to working cap = .85, Fiscal EPS 1 Yr ago = 4.08, Fiscal Eps 2 years ago = 3.84, Fiscal EPS 3 years ago = 3.67, Fiscal EPS 4 years ago = 2.61, Fiscal EPS last year = 5.28, EPS Trl 4q > EPS 4 years ago, EPS last year > EPS 4 years ago. 5. IPCC (49.19$, Avg Vol = 41k, EPS trailing 4qtrs = 6.14, P/B=1, Current Ratio = 1.74, Yield = 1.1%, LT Debt to working cap = .28, Fiscal EPS 1 Yr ago = 4.53, Fiscal Eps 2 years ago = 4.06, Fiscal EPS 3 years ago = 4.2, Fiscal EPS 4 years ago = 4.04, Fiscal EPS last year = 6.1, EPS Trl 4q > EPS 4 years ago, EPS last year > EPS 4 years ago 6. PLPC ($33.2, Avg Vol = 5k, EPS trailing 4qtrs = 4.52, P/B=1.02, Current Ratio = 2.94, Yield = 2.1%, LT Debt to working cap = .04, Fiscal EPS 1 Yr ago = 3.05, Fiscal EPS 2 Yr ago = 2.54, Fiscal EPS 3 years ago = 2.14, Fiscal EPS 4 years ago = 2.07, Fiscal EPS last year = 4.35, EPS Trl 4q > EPS 4 years ago, EPS last year > EPS 4 years ago 7. QCCO $3.81 Avg Vol = 16k EPS trailing 4qtrs = .95 P/B = 1 Current Ratio = 2.44 Yield = 5.2 LT Debt to working cap = .38 Fiscal EPS 1 Yr ago = .92 Fiscal EPS 2 Yr ago = .88 Fiscal EPS 3 years ago = .45 Fiscal EPS 4 years ago = .29 Fiscal EPS last year = 1.19 EPS Trl 4q > EPS 4 years ago EPS last year > EPS 4 years ago 8. SVT $9.15 Avg Vol = 1k EPS trailing 4qtrs = 1.17 P/B = 1.03 Current Ratio = 6.54 Yield = 3.3 LT Debt to working cap = .2 Fiscal EPS 1 Yr ago = 1.45 Fiscal EPS 2 Yr ago = .96 Fiscal EPS 3 years ago =.51 Fiscal EPS 4 years ago = .64 Fiscal EPS last year = .92 EPS Trl 4q > EPS 4 years ago EPS last year > EPS 4 years ago 9. UVV $39.04 Avg Vol = 251k EPS trailing 4qtrs = 5.08 P/B = .84 Current Ratio 2.5 Yield = 4.8 LT Debt to working cap = .39 Fiscal EPS 1 Yr ago = 4.32 Fiscal EPS 2 Yr ago = 3.96 Fiscal EPS 3 years ago = 3.45 Fiscal EPS 4 years ago = 1.69 Fiscal EPS last year = 5.68 EPS Trl 4q > EPS 4 years ago EPS last year > EPS 4 years ago sorry for the post being scattered, didnt know how to paste it. A few of these are interesting, i think airt has been a value stock for as long as i have been alive. Matt