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

To: rllee who wrote (47875)	5/9/2012 12:28:27 PM
From: Sergio H	2 Recommendations Respond to of 78666

Based on their improving margins and business model, I see value. MSA's price to book value is high. The chart issue is a sore spot for me. I don't think that stocks near their highs are excluded from being value stocks. Look at the Berkshire Hathaway portfolio and you will find many of the components near highs. I posted on MSA on this thread in response to an earlier post finding MSA to be a good value. Message 27866389 ---------------------------------------------------------------------------------------------------------------------------- Thanks again for pointing out the ROIC warrants.