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

To: sjemmeri who wrote (49383)	9/12/2012 3:18:39 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78774

Sjemmeri, I passed on BAH because it didn't have enough public history. I would've liked to have seen its performance over a full business cycle. It could be a value stock, although not for me. I've followed Lyondell many times over the past 17 years --- never really played that one satisfactorily though. IGT doesn't seem to be a value stock (in my view) at current price. I've been a recent buyer of competitor WMS (also, not really a value play in my view). In past, there's been a cycle of refreshes as casinos upgrade/change their games. Usually IGT has been the market leader in the segment. The slot stocks might move together though, as they sometimes do.