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

To: Paul Senior who wrote (41527)2/26/2011 12:32:53 PM
From: Spekulatius  Respond to of 78687
 
VSEC's consulting type of business seems like it's one of the easiest to cut. they also did an acquisition in the healthcare sector (tough business too for consulting type work, possible diworsification) which worsened the balance sheet.

I do agree that the stock is cheap, but somehow I have little confidence that the business will get better, i fact I think it's quite likely that it might get a whole lot worse.



To: Paul Senior who wrote (41527)2/28/2011 7:54:29 AM
From: Paul Lee  Read Replies (1) | Respond to of 78687
 
VSEC, how can you not hold your shares, or add.

under any metric this unfollowed stock is cheap. At some point it has to be sold. What level would you used, 10 x's eps ? 2x's book?, .50 x sales, how can you say it isn't cheap?


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