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

To: Brian Sullivan who wrote (1954)	7/18/2012 9:27:57 AM
From: Sergio H	Respond to of 4719

Clownbuck suggested that we try to avoid turnaround stocks and I agree so I pass on both STX and TGT. One of your other picks on the hand looks great from a pure value perspective and I want to back you up on it. Credit Suisse has an excellent write up on SPLS where they value their N.A. delivery business at a higher price than the current stock price essentially saying the market has priced the rest of the co. at zero. I was not previously aware of SPLS' internet presence. From Yahoo: The company sells and delivers office products and services directly to businesses and consumers through Internet retail, including Staples.com and Quill.com, as well as through contract sales force, direct mail catalog business, and retail stores. SPLS has not undergone any cost cutting measures, closed any underperforming stores or made any adjustments due to weakness in Europe. On metrics its a buy and has plenty of room for improvement when they decide, or they decide to address problem areas. Based on SPLS' contract sales and delivery business and their so far unused potential for improvement, I want to highlight Brian's pick for strong consideration for our portfolio.