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

To: Paul Senior who wrote (49386)	9/12/2012 3:59:21 PM
From: sjemmeri	Respond to of 78776

BAH payed a huge special dividend and is quite cheap on PE now. I don't know if business cycle is that critical to them due to all the government work they do. I guess there's some fear of how budget cuts could impact them - yeah, right. I found LYB on an O'Shaughnessy scan (I still like his methods as a way of generating candidates) and was prompted to buy by comments on this board. IGT doesn't look real cheap but they are using extra cash for a buyback and I think new management will help bottom line - maybe online gaming is a wild card.