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

To: Paul Senior who wrote (59869)	9/30/2017 10:07:06 AM
From: E_K_S	Respond to of 78748

Will run these through the GN model to see if any are undervalued on that metric. I had owned GV along w/ STRL but sold all those last year. There was mentioned that one of the infrastructure projects is/was the upgrade of airports especially the avionics/radar and traffic control tracking technology. I suspect there are one or more specialized electronic companies and/or project/contractor integrators/operators that may get contract work. My large company for electric/utility integrator is ABB but it is not undervalued from my view. I have raised my target buy price from $17/share to $22/share (based on some GE assets they bought) but am still 10% too low. I may just have to step up and pay market price for a starter position. There are also some companies that use technology sensors/monitoring in bridges and now maybe roads to track real-time the structure (also used to monitor traffic). Companies like these may/could see their products designed into new infrastructure projects. Will need to drill down deeper here and see who's working on such things. CMTL is one I own that manufactures and deploys Home Land Security technology that includes 911 transceivers and satellite GPS tracking projects. Stock has done quite well but getting fairly valued. They now have large backlogs of projects (book-to-bill >1.0) all gov contracts with more in the works. They are still quite small so it may be worth looking to see if they have other partners/suppliers they use for completing these contracts. The opportunity to me are the small cap companies in this sector since any new large gov contracts will be large enough to move the needle so finding them is/will be the hard part. EKS

To: Paul Senior who wrote (59869)	10/1/2017 10:35:52 AM
From: E_K_S	1 Recommendation Recommended By Mario :-) Read Replies (1) \| Respond to of 78748

GN values: The price/share below are the GN valuations from the Graham Number Calculator (Public Edit). To use the spreadsheet, load this version from Google Docs, then save to your Google Drive to a different name. Then just enter the symbol and the spreadsheet will calculate the GN pulling data from Yahoo Finance. The GN values lag a bit as data can be stale and/or may change on updated EPS and/or BV. ARII - $38/18/share . . GN has come down since I bought it. I still hold my shares but may sell/move into something else GBX - $52.50/shae (9% undervalued); was on my watch list but bought ARII instead . . maybe switch into GBX TRN - $26.82/share not undervalued per GN; EPS s/d start to increase so GN s/d move higher. RAIL - no value as not enough string of positive EPS . . gave up on this one sold earlier this year. WAB - $46.02/share not undervalued by GN valuation. SIEGY - $54.45/share not undervalued by GN valuation HCMLF - $62.83/share (8.33% undervalued) GV - $2.57/share not undervalued; I owned this early 2014/2015 but sold and put proceeds into STRL. HWCC - No GN value as EPS show a loss FND - $7.20/share not undervalued according to GN calculator URI - $$71.68/share - not undervalued GWW - $83.48/share not undervalued per the GN calculator --------------------------------------------------------------- Need to look at ARII and GBX again. Maybe will sell 50% of my ARII and move that into GBX. Will allow me to have diversification in the rail sector and last I looked at GBX they had good assets and a pretty large back order book. EKS