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: Ditchdigger who wrote (63953)	5/6/2020 7:58:49 AM
From: OldAIMGuy	Read Replies (2) \| Respond to of 78821

Hi DD, Re: Companies that might benefit.......................... Dycom (DY) comes to mind. They're a tech oriented construction company that should do well with the 5G build-out over time. It is currently trading at about 1.1 X Book Value and was earning money before C-19. The stock is still at about 50% of its 52 week high even if well above it's recent March low. Value Line gives it a 3-5 year appreciation potential of $60 to $90/share. No dividend, however. They show a trailing P/E of about 10. "This beaten-down issue has appeal for the patient buy-and-hold crowd. The shares are untimely (5), however." Value Line - 03/13/2020 OAG Tom