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

To: Asymmetric who wrote (48923)	7/27/2012 2:52:46 AM
From: Paul Senior	Respond to of 78567

GTI: Thanks for the comprehensive report; I hadn't seen it. I've held GTI shares in varying amounts for maybe 15 years (just a stub now): It's been one of the stocks that's been discussed here occasionally since about when the thread began. The common theme is the oligopoly -- basically three large firms (the third one being a Japanese company, I believe). A lesser-known point (told to me by one of the pro analysts here at the time) was that a lot of GTI's assets are more valuable than what the depreciated value shows on the balance sheet. I do wonder though: if these two aspects of the company are that helpful, it hasn't resulted in high roe or consistent profits. "Kicking myself for not picking up more, especially when it went below $9." Yep, I missed it also.