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


To: E_K_S who wrote (1957)7/18/2012 1:02:17 PM
From: Sergio H  Read Replies (1) | Respond to of 4719
 
I need to refresh on GLW since the last look I had was when they gained home bred Korean competition.

On deep discount debt, I second on LUTPH since I already own it.

Message 28219728

Also would like to propose ROICW as a candidate:
Message 28122708

With ROIC selling at $12.40 the warrants should be above $1. ROIC has upside potential but a short history. Tennant vacancy at strip malls has been declining and ROIC offers one of the lowest if not the lowest leveraged REIT play.