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

To: richardred who wrote (49582)	10/1/2012 4:38:07 PM
From: Dennis 3	Read Replies (1) \| Respond to of 78822

<I'm liking some companies high tech group> Rick, do you have an opinion on XRTX? Selling for $9.19, $4+ in cash, no debt. Est 1.65 earning this year. They lowered rev for this year due to cutbacks from Netapp. Also, it appears they are still working through last year floods in Asia that affected hard drives. Earnings tomorrow.

To: richardred who wrote (49582)	10/12/2012 10:41:56 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78822

SKY: Okay, following you into SKY now. Their businesses - "manufactured housing, modular houses, and recreational vehicles" - have been boom/bust with some companies going bk at every down cycle . The survivors have been those that have had strong balance sheets (small or no ltd), and who've been able to understand/foresee the cycle, and prepare to hunker down and wait out the bad times. (This all jmo.) I missed buying a few of these survivors in a prior down cycle. I'll try now here with SKY. ======================== Here's an example of a company in an area where I believe there is not a permanent disastrous-type change in the macro environment, and so I believe that the sector(s) will eventually return to some profitability. Guessing, I'll say the perception of the company and its stock price should improve 12-18 months out for a 50% gain. I'm not so confident though that things can't worse or that the stock price can't/won't continue to go lower, so I won't wager anything more than a small amount. I will do that though. finance.yahoo.com