Replies to post #477864 on Zeev's Turnips Patch-No Politics (ZEEV)

[langostino]

Zeev - TTC

careful there ... growth is slowing already, and if we get an economic slowdown, they will see the double-whammy of slowing Rev and compressing margins. Even a mild recession and that one gets a 25% haircut and sees the 30s.

[bfenton]

Zeev,

Check out RWC for an "orphan value stock".
PE of 8 with over 25% gtowth rate!

Would this qualify according to your parameters?

This is a Dale Baker value stock that I happen to own.
Been following you and Dale for over 5 years now.

[JimQuinceH]

IBM green and at HOD, heading north!

Jim

[ayahuasca]

Some of them are: IGT (getting a little rich here, but longer term still OK), POOL, TLM, TTC and few "value orphans"


I somehow missed your reply before. Thanks Zeev.