Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (44077)	8/25/2011 11:11:10 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Sold 70% of my PSS shares this a.m. Fwiw, added to ORCL (forward p/e ~10), utility BKH (relatively low p/stated bv, diversified energy operations, 5% dividend while waiting, div increases) finance.yahoo.com

To: E_K_S who wrote (44077)	11/18/2011 4:28:25 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78666

Shoes: Payless (PSS) is down enough to where I'm now adding back a few shares. Shoe Carnival (SCVL) touched a 12-mo low today. I'm trying to figure if SCVL might be more undervalued than PSS at their current prices, and maybe a better buy among the two. SCVL has no ltd. and shows better progression in terms of increasing book value. PSS is low based on its current p/stated bv vs. its historical numbers. As Clownbuck has suggested, because PSS has some of its own brands, it has that opportunity for them. I'll put SCVL on my watch list with a view to maybe buy if stock retouches its low. finance.yahoo.com