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

To: Paul Senior who wrote (44464)	9/28/2011 4:11:15 PM
From: Paul Senior	Respond to of 78462

VLO. Low psr attracts (attracts me, anyway). Added a few more shares as stock falls further.

To: Paul Senior who wrote (44464)	5/15/2012 4:50:27 PM
From: Paul Senior	Respond to of 78462

I'll take a few shares of Mobile Mini at current price. On the one hand, the numbers show what I don't like: very low roe yet relatively high p/e. Otoh, there's generally (but not always) rising stated bv and, in favorable times a p/bk >1. (Now though .85x) Company seems to be aggressive in trying to expand its business: finance.yahoo.com (Co. may have a difficult time if part of its expansion plan is an attempt to compete head-to-head with UHAL.) finance.yahoo.com