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

To: Paul Senior who wrote (44645)	9/28/2011 4:38:21 PM
From: Sergio H	Respond to of 78476

There's no certainty of a market collapse but there is a certainty that we are walking on the edge. The DJI dropped almost 2000 points from its high in July to its low in Aug. about 15% and since then we are caught in a trader's paradise until one direction wins out. That's why I am keeping an eye on the trading range. If the support level is broken I am going to all cash regardless of value or dividend or anything else. I have been looking at BKI and will post if there is anything that I find relevant to post.

To: Paul Senior who wrote (44645)	9/28/2011 5:02:40 PM
From: J Mako	Respond to of 78476

BKI looks interesting.

To: Paul Senior who wrote (44645)	9/28/2011 8:57:48 PM
From: Sergio H	Respond to of 78476

A few observations on BKI. Sales in the U.S. are in decline while sales in Europe have been increasing. If this trend continues and this is projected to continue, then the value of the Euro will be more of a factor for BKI going forward. The question about how sustainable their earnings are is built in here creating volatility of its own in a volatile market. Sales fell in 09, were flat in 10 and rose sharply in 11. Profits have also been anything but steady but they have turned a profit since 2006. The reduction in debt and the new green energy plant makes them more profitable and they have little competition for their specialty products.