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

To: E_K_S who wrote (57544)	8/1/2016 12:28:52 PM
From: E_K_S	Read Replies (1) \| Respond to of 78666

Sterling Construction Co. Inc. (STRL) peeled off 30% of remaining shares @ 6.31/share Sterling Construction Company, Inc. Reports 2016 Second Quarter Results This Graham value Buy is paying off after holding almost 20 months. My last Buy was 2/2015 @ $2.75/share. Company reported earnings today which reflect the restructure of debt (w/ secondary), negotiation of new contracts providing for higher margins (over 8% vs 2%) and revenues growing again back above 2014 levels but now EPS is much higher. This is no longer undervalued by the GN model but I continue to hold a stub position looking for continued growth in EPS (w/ a nice backlog of contract work). Stock is now a source of funds for other undervalued Buys. EKS

To: E_K_S who wrote (57544)	10/9/2017 6:38:10 PM
From: E_K_S	Read Replies (1) \| Respond to of 78666

Comtech Telecommunications Corp. (CMTL) - peeled off 20% @ $21.45/share I bought this lot of shares 7/2016 @ $13.32/share when the GN model valued these shares at $15/14/share. Today's sale represents a 60% gain from my Buy price. The current GN valuation for CMTL is $13.70/share showing that the GN valuation has actualy fallen more as a result that EPS has dropped since my original Buy. The last 2 quarters were a turnaround in EPS and more importantly Book-to-Bill has started to increase as have margins. This is a case of reversion to the mean EPS (if you look at the past 5 years) and there could still be a ways for the stock to run (maybe back to the $35/share area. It's all about future EPS and their growth based on all the new government contracts they appear to be landing. I like the sector (high technology security) for Home Land defense. I still hold 70% of my orginal position and will be monitoring EPS and new orders. The GN model value s/d actually be increasing as new EPS get updated in the Yahoo Finance database. EKS