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


To: Dennis 3 who wrote (49823)10/20/2012 11:42:21 PM
From: Sergio H  Respond to of 78666
 
Hi Dennis. I want to thank you for posting your list. I went through just the financials as posted on yahoo and the charts based on my parameters, so I don't pretend to know everything about the stocks on your list.

I know it does not meet the criteria of most, but besides looking at the financials and the technicals, I also like a good story as to how the co. is developing. Only DECK attracted my interest based on what I look for and I put it on my list for further reading. This is a busy time as it is an earnings period. I plan on going back and looking it over after this q reporting session goes by.

Thanks Dennis.

Sergio



To: Dennis 3 who wrote (49823)10/21/2012 12:29:32 AM
From: richardred  Read Replies (1) | Respond to of 78666
 
Dennis I own ISSI and still like it. I believe its a good value based on low PE both trailing and forward. It's well diversified in the markets it serves. However those markets are slow now. Nice balance sheet IMO also on a wait for improvement. FWIW-I'd personally consider adding more to my position if it gets cheaper. Also awhile back IMO they made a good niche acquisition purchase at a reasonable price.
Message 27117774

BTW- XRTX has come down since last I spoke on it here.



To: Dennis 3 who wrote (49823)10/22/2012 10:27:36 AM
From: Dennis 3  Read Replies (1) | Respond to of 78666
 
Anyone following SVU? It popped this morning on no official news that I can see. Buyout rumour more than likely.

I own a few call options.