News Focus
News Focus
icon url

langostino

06/04/06 9:29 PM

#477868 RE: Zeev Hed #477864

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.
icon url

bfenton

06/04/06 10:34 PM

#477876 RE: Zeev Hed #477864

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.

icon url

JimQuinceH

06/05/06 10:17 AM

#477936 RE: Zeev Hed #477864

IBM green and at HOD, heading north!

Jim
icon url

ayahuasca

06/06/06 11:04 PM

#478437 RE: Zeev Hed #477864

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.