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: Paul Senior who wrote (44438)	9/20/2011 10:28:52 PM
From: Spekulatius	Respond to of 78821

I agree regarding Barron's. It's a good source for ideas, especially the roundtable discussion that they have every once in a while. I enjoy A. Abelson's permabear column, although I do not agree with him in many cases, I like his razor sharp black humour. Now that I have an ipad, I enjoy reading the online version of Barron's as well. I was for many years a faithful reader of the WSJ I believe Murdoch made the WSJ more approachable, but the quality went way downhill.Then , when they tried to raise prices for me, I cancelled it and never looked back. I think the Financial times is the periodical to read for international news. There are no stock tips in there but they are very good at reporting about macro trends and country specific themes.

To: Paul Senior who wrote (44438)	9/20/2011 11:36:29 PM
From: NikhilJog	Respond to of 78821

I TOTALLY AGREE!

To: Paul Senior who wrote (44438)	9/20/2011 11:42:32 PM
From: NikhilJog	Respond to of 78821

" Forbes? You're a value investor - read it at the library." this is pretty funny...lol

To: Paul Senior who wrote (44438)	9/21/2011 12:45:40 AM
From: J Mako	Read Replies (2) \| Respond to of 78821

Hi Paul, Thanks! Stocks I like/hold: MSFT - no need to explain. CNRD - pinksheet microcap. Barges builder. Solid balance sheet. Hurt by the Deep Horizon incident. But they manage to book orders from clients outside the energy sector to offset. Decent ROE and net margin in the last 5 years. I believe it's just a matter of time drilling will resume in the Gulf and CNRD will benefit. SODI - another pinksheet microcap. Semiconductor manufacturer for DOD. trading at NACV level. Tonnes of cash. IIRC, average ROE is around 11-12%. Got some messy bankruptcy history (and its 10K's need some good editing). I still can't make up my mind to pull the trigger. I wanted some discount to NACV. Am I unrealistic? Anyone got any comment on this? And i've been vetting Corning (GLW) for a couple of days. No matter how I cut it, the price seems too good to be true. P/E 6-7, double digit ROE for the last 4 years, truck load of cash, CFO was buying (whose last buy was the bottom in 2008). Products not under any near-term technology threat (unlike msft). New product (Gorilla Glass) has potential. It appears to me the market is pricing it for perpetual decline of LCD sales. Any comment on GLW? Do I miss something obvious? p.s. Btw, it's GLW got me thinking of subscribing to Barron's because I saw reference to a negative article there.