Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Shane M who wrote (53418)	2/14/2014 12:23:06 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78746

SPLS - You might be right, but SPLS is definitely in the area where mortar stores gonna continue suffering. I am not sure if their online division can compete. BIG Big Lots - Cheap. I need to drive to one of their stores. Still haven't done that. EXC Exelon (utility/power producer) - Not cheap enough at current results. DGX and LH / Quest Diagnostics and Labcorp of America - not cheap enough for me. DV and APEI - I decided not to get involved in this sector. POT Potash - I hold CF and YARIY. YARIY announced crappy results. I might lighten up. POT is too expensive at current results. CLF Cliffs - iron ore - not interested QSII - Quality Systems - hospital records - billing systems - These guys are really not doing well. I'll skip LHCG - home health - not cheap enough. EXPD and CHRW - not cheap enough. I guess I should not be surprised about the companies, since you said "bottom-feeder model". The prices are not cheap mostly, but that reflects business drops that they hit. Unfortunately, I don't have a great insight on which ones will turn around/recover and produce good returns. So I don't own any of these and no current plans to buy.