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

To: Paul Senior who wrote (39616)	10/12/2010 1:10:20 PM
From: E_K_S	Read Replies (1) \| Respond to of 78735

Historical BV... Is there a good place to find the historical BV calculations? The other problem with BV is it calculates Real estate assets at cost not Market Value. Therefore, most BV figures would not change from year to year if the companies real estate assets have increased/decreased substantially. I am not too sure of the individual components YAHOO Finance uses when calculating their BV statistics, the biggest factor IMO probably would be the reduction/increase in company debt. Do any other of the BV components stand out to you? Finally, the Price to Sales Ratio is a good one to look at over time especially if the PE and BV are in value territory. As long as the sales are not dying on the vine, I will tend to hold on. I have had many "value" buys where both the PE (<10) and Price/BV (<1.00) stayed in value territory for many months (over 18). The turn was when sales eventually stabilized (usually resulted in a falling PSR) and then began to increase. ------------------------------------------------------------------- Your list of sell criteria is a good one. The other main thing in value investing is having the patients to wait it out. Sometimes it takes the market a long time to recognize the hidden value in a company. EKS

To: Paul Senior who wrote (39616)	10/19/2010 11:03:26 AM
From: hoyasaxa	Read Replies (2) \| Respond to of 78735

SVU: Cut bait or double down....

To: Paul Senior who wrote (39616)	11/22/2010 10:18:52 AM
From: E_K_S	Read Replies (1) \| Respond to of 78735

Hi Paul - Re: SUPERVALU Inc. (SVU) This may be a good time (w/i next few days) to pick up another round of SVU. I expect the stock to trade at a lower low on very little volume. In fact, it could actually close at an all time low. You might see another run above $12-$15 range next year. I just don't see this company going away and eventually management will find the right mix of stores, debt and products mix. Their dividend should help it find support here at the lower end of it's trading range. EKS