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


To: Paul Senior who wrote (62343)9/11/2019 6:17:17 PM
From: gcrispin  Read Replies (1) | Respond to of 78751
 
Still my largest position, Paul. Great value in its technology, but not a value stock. Nice to see it continue its uptrend this week. That is most likely due to its most recent event presentation on Monday.



To: Paul Senior who wrote (62343)9/12/2019 1:34:37 AM
From: bruwin  Read Replies (2) | Respond to of 78751
 
OT.

"IF we can overlook the income statement and balance sheet (Can Graham followers do this?), the company has a lot going for it."

And more recently ....

"With AMRS, I am averaging up as the stock rises."

Really ? I thought that "Value Investing" was, Primarily, frequented by Ben Graham followers who supported and adhered to his Value Investing modus operandi ?'

I can't believe that Graham would be investing in a company where its Cost of Revenues are ALREADY, generally, exceeding its Total Revenues, and where its Operating Income has shown a Loss for the last 7 out of 8 quarters and where its Debt Expense has shown no signs of abating ?

If its new, or envisaged, products and patents are assumed to turn things around for the company, then wouldn't it be prudent to first get some indication of that occurring via obvious signs in its Income Statement ?




"Nice pop in the stock today."

I could present the state of AMRS's stock price history, with its ongoing fall of over 91% over the last 5 years, but that could get my post removed from this board as happened on a previous occasion ......