SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (42482)4/29/2011 1:25:08 PM
From: reno4  Read Replies (1) | Respond to of 78530
 
EKS,

Thanks for your analysis.

WILC
I agree that strenthening of the dollar will be a negative for this company. I am not sure that even with QE2 ending the dollar will get much stronger. Although Bernake and Geitner talk about a strong dollar, to me it seem like they really want a weaker dollar/"clownbucks." WILC has been increasing their earning in shekels and, with the recent decline in the dollar, their next quarter earnings should be good. With this company I like the downside protection of all their cash (PE 5 if you subtract the cash). I am hoping that they will do something reasonable with thier cash like a dividend, a buyback, or an acquisition.
AMNF
Like I said before, I too like this company.
SVU
Too complicated for me right now. I'll have to think about it.

Ted