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

To: MCsweet who wrote (55142)	4/8/2015 1:00:18 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78688

The value proposition for stocks lessens as the market rises IMHO. Obviously, there were some screaming bargains in '08 when it was a challenge to dip one's toes in the water. The bargains are few and far between currently. Thanks for the heads up on JQC, I was planning on running a screen for the most attractive floaters....least leveraged, biggest discount to NAV etc.

To: MCsweet who wrote (55142)	4/9/2015 12:17:56 AM
From: Spekulatius	1 Recommendation Recommended By MCsweet Read Replies (1) \| Respond to of 78688

McSweet, yes I feel the thread and probably Siliconinvestor is slowly dying. It's probably a result for the market as well, with few opportunities to do value investing. Anyways, my recent buys are: Adds: QUCT @ 1080$ (discussed before a while ago, possibly a value trap, but very low risk) FMBL @5930 (buying back some that I sold before). Rock solid bank, still below tangible book OVLY @9.6$ (also buy back, discussed before) Looking at MSM (industrial distributor) hopefully cheaper. I like the business model and there seems to be a long growth runway. I also added DISCA a while ago, more like a GAARP stock and " Munger Canibal" stock.