Lets get some more posts about new stocks. You don't have to be good at valutating a company to post here. Use this group as a place to learn and ask questions. Put a stock up and ask for poeople's opinions on the valuations. Ask them simply if you think the stock is cheap or not.

OK here's another. FRD. It's had a pretty good drop and cut the dividend. Oversold? P/E is 8 with price to sales at .20 and price to book at .88 and a div yld around 4%. Time to buy? 

 

 

You raise valid points and the reason I believe it has traded down. If we see the margins begin to improve maybe a buy then. I own a small amount to keep an eye on it. Competition from China could be a problem as well though I don't know a lot about that part of it. You also mention the magic word "catalyst." While I always check number first I'm also always looking for a catalyst. Something that could drive it higher.

 On my earlier post concerning OB and WTM. WTM actually owns about 72% of OB. I;ve wondered if that big dividend isn't just a payoff to them. Insurance would seem to be a tough place to invest though the OB dividend is pretty good compared to peers

 

NO need to apologize. I understand busy schedules.

Headwaters, Inc., (HW) is a very appealing stock to me from a value perspective. Its foward  PE is 8.7 and that is discounting its construction materials business. Traded as high as 25 in 2007.

Hi All - for the record, I'm a newbie. 

I'm eyeing BAC - it hit it's 52 week low.  I think it's acquisition of Countrywide will ultimately prove to be a positive move and the stock recover nicely.  It's probably a 3 yr turnaround.  What do you guys think? 

When responding, please include your reasoning as well as what I should be looking to better determine if a stock is an actual value.  Thanks. 

Thank for replying, SandiG.  I'll look into those. 

Hello all. I am a small cap value investor myself but I must disclose that I work for a top investor and public relations firm called Redchip Companies. I am not a "promoter" and will not hype any stocks I represent, only give facts that can be verified. I love the small cap field and that is why I got involved with redchip. We actually rang the closing bell at the NASDAQ nn August 08, the first investor relations firm ever to do so. Our companies are small cap value, majority are profitable, and cover virtually all sectors and industries.
About me: Strangely enough I have a Masters in English, taught community college, but worked for several small cap companies over the years as a writer and representative. Thats what started my interest in smalls.

Please let me know if it is okay to be in your group.

Redchip,
              sorry for the delayed response. We welcome you with open arms into this group. Your experience in the business would be valued.

Igess said: Hi, new to TK,  new to this forum, and making my first TK buy today.  Fwiw, it's Jack-in-the-Box (JACK).

Profitable every year of the past ten; yearly avg. roe in past ten years never less than 13.5%; the last time the avg p/e was under ten was in 2000. (It averaged 9x that year.)  Current p/e is 11.5.  Yahoo shows consensus earnings p/e for 9/'10 to be 8.5, and that's what makes the stock attractive to me for a buy now.

 I'll make another buy here:  I like Affiliated Managers, AMG.  This  company has been profitable every year past ten.  ROE is down now, but if/as more people return to stock mutual funds, AMG should be able to get back to its previously good roe numbers.   The forward estimated p/e for AMG is 12 (per Yahoo).  In most of the past ten years it's traded at a p/e almost twice as high.  Of course that was then; this is now. 
These asset managers often are valued based on assets under management, and the aom number for AMG is low compared to its  enterprise value, and low compared to other asset managers I am looking at.  All this  makes AMG an attractive buy candidate for me.