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

To: bankbuyer who wrote (1171)	5/14/2012 8:03:44 PM
From: Covenant	Read Replies (1) \| Respond to of 1876

Some of the picks are that, others are just early. Good investment returns do not require good companies. You can do quite well with mediocre companies when they are priced attractively. FARM is priced attractively if they were ready to execute a turnarund. Unfortunately, FARM does not appear ready. PBR is a good company and is priced attractively. However, the market is leery of their attachments to the government. The current president used to work for PBR. ALSK is a mediocre company and would be priced attractively if not for the secular decline in land lines. HEK is a lousy company which does not even know what industry they are in. The purpose of HEK is to acquire shareholder funds and enrich management doing whatever management wants. And management changes their minds often over what they want.