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: Paul Senior who wrote (7355)	5/30/1999 12:25:00 AM
From: James Clarke	Read Replies (2) \| Respond to of 78626

CDT sounds very interesting. I looked at the stock at higher prices and didn't buy due to the valuation. I'll have to review my notes and give it another look. Thanks.

To: Paul Senior who wrote (7355)	5/30/1999 12:51:00 AM
From: Bob Rudd	Respond to of 78626

Paul: <<, CDT has the most astonishing insider buying pattern I've ever seen>> Yeah, very impressive...doesn't always foretell, but I like to have em goin my way and have been stomped when other stuff looked good but the insiders weren't on board. I've started a file on the bunch to look closer. Thanks for the heads up & and the write up, bob

To: Paul Senior who wrote (7355)	5/30/1999 1:21:00 PM
From: TwoBear	Read Replies (2) \| Respond to of 78626

Not much conversation on this thread lately. Must be do to the coming of summer. Anyway, here is another stock I have come across that may, or may not, be of interest to you. EDO, a defense subcontractor that trades on the NYSE. I know you think defense, yuck, but I think that we will soon begin seeing an increase in defense spending in the next few years, especially if Bush Jr. get on board. This company has continued to win contracts from the government and is trading close to book value. Here's the numbers: Price and Volume (updated May 28, 1999) 52-Week Low $6.125 Recent Price $6.875 52-Week High $10.875 Beta 1.05 Daily Volume (3-month avg) 11.4K Share-Related Items Market Capitalization $45.7M Shares Outstanding 6.64M Float 3.70M Dividend Information Annual Dividend (indicated) $0.12 Dividend Yield 1.75% Per-Share Data Book Value (mrq) $5.94 Earnings (ttm) $0.87 Sales (ttm) $12.69 Cash (mrq) $4.00 Valuation Ratios Price/Book (mrq) 1.16 Price/Earnings (ttm) 7.91 Price/Sales (ttm) 0.54 Income Statements After-Tax Income (ttm) $7.75M Sales (ttm) $100.0M Profitability Profit Margin (ttm) 7.7% Management Effectiveness Return on Assets (ttm) 6.58% Return on Equity (ttm) 19.15% Financial Strength Current Ratio (mrq) 1.99 Long-Term Debt/Equity (mrq) 0.71 Total Cash (mrq) $26.6M Short Interest Shares Short as of May 10, 1999 - 1,000 Short Ratio 0.09 Has this piqued anyone's interest? If so, the thread here on SI is not that active, but there is an active thread on yahoo with good analysis. The currently have one Strong Buy from the only analyst that follows them. Anyone think worthy of discussion? 2