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Comments on IAC
KSW, ePlus Look Like Bargains
[View article]
I agree with you on KSW with so much in cash and such a solid backlog and high ROIC and now bidding on a number of new projects this is...
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Comment by
zacjones
Aug 8 14:26 pm
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KSW, ePlus Look Like Bargains
[View article]
Paul, I was thinking about that yesteday as well, the risk/reward ratio. Indeed if the stock is worth maybe $3.15 in the worst case,...
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Comment by
Complete Growth Investor
Aug 8 09:24 am
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KSW, ePlus Look Like Bargains
[View article]
Jeff, Agreed you must consider all risks when developing a margin of safety and you are right to point out that they don't have a...
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Comment by
palu77
Aug 7 13:20 pm
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KSW, ePlus Look Like Bargains
[View article]
Dave, I figured as much, that's why I mentioned my uncertainty. Thanks for the comment, I appreciate it. Paul, Good...
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Comment by
Complete Growth Investor
Aug 7 09:30 am
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KSW, ePlus Look Like Bargains
[View article]
Jeff, Couple of comments of KSW. Your evaluation is right on as far as I can tell. However, I disagree with you about margin of...
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Comment by
palu77
Aug 7 07:47 am
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KSW, ePlus Look Like Bargains
[View article]
Jeff, That wasn't a quarterly dividend, it was an annual one. There are no plans, as far as I know, for KSW to initiate a regular...
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Comment by
DaveinHackensack
Aug 6 20:36 pm
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Take Advantage of Crazy, Paranoid Mr. Market
[View article]
There are quite a few strong opportunies amongst the growing legion of NYSE traded Chinese stocks. These stocks did not receive nearly...
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Comment by
globalmacro
May 8 19:08 pm
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KSW, ePlus Look Like Bargains [View article]
KSW, ePlus Look Like Bargains [View article]
KSW, ePlus Look Like Bargains [View article]
KSW, ePlus Look Like Bargains [View article]
KSW, ePlus Look Like Bargains [View article]
KSW, ePlus Look Like Bargains [View article]
Take Advantage of Crazy, Paranoid Mr. Market [View article]