One Liberty Properties, Inc. (OLP)

All Comments on OLP

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on OLP
    Is this a buy or a sell? Reply
  • commenter
    marcoprem
    Feb 27 06:09 AM
    Stocks That Ben Graham Would Like Here [view article]
    I bought KELYA and ARCC recently and i have had ASH for a while, glad to see them in a list of presumed "Graham picks", which confirms somehow my own due diligence on them. I sold ASH because i think the company has serious issues in management strategies but i could reconsider a buy at present levels as this, like many of the companies of the list, had been way too beaten down. I agree on the fact that face accounting numbers are only one side of the coin, and many of those companies are down for a reason, beside overall market direction. Still, i think there is value that is neglected when the market overreact and i wait to see if this could be again an example. Reply
  • commenter
    User 154620
    Feb 22 05:32 AM
    Stocks That Ben Graham Would Like Here [view article]
    CDI Corporation have some issues that I believe will impact on their long term growth and share performance. Take a look at the facts on cdicorp.info and form your own opinion on their ethics, and their business practices. Consider the impact of these issues on their business growth and business model. These issues include: breach of franchise contracts, misrepresentation for years, questionable affidavit statements, questionable Sarbanes-Oxley reporting and more.... Reply
  • commenter
    Chungst
    Feb 01 02:54 PM
    Stocks That Ben Graham Would Like Here [view article]
    I still can't believe people use accounting numbers at face value. I used to follow OSG on the debt side and it's earnings and cash flow were highly dependent on the tanker market -- it was feast or famine at times.

    It just goes to show why people need to be careful about accounting numbers. It's just a starting point in the analysis.     Reply
  • commenter
    BFA
    Feb 01 02:35 PM
    Stocks That Ben Graham Would Like Here [view article]
    Also, I'm using the Compustat database and come up with 44 names. Maybe it's because you are using 5 years of data (versus the 10 recommended). Reply
  • commenter
    BFA
    Feb 01 02:13 PM
    Stocks That Ben Graham Would Like Here [view article]
    I'll have to crack my Intelligent Investor book, but I could swear that Graham said current ratio of at least 2 -- not 1.5. Also, it should be Price-to-Average Earnings for last 3 years. Reply
  • commenter
    Daniel
    Agramonte
    Feb 01 01:48 PM
    Stocks That Ben Graham Would Like Here [view article]
    Good article; similar to one I published recently (albeit with criteria somewhat modified for microcaps). I've looked at many of these before. One stock on the list is very interesting: Temple-Inland. Suffice it to say they've done a lot of good stuff recently (I dealt with them professionally for several years), but they have the same problem as most of the others in the forest products group: too much debt (a paper machine costs about $900 million).

    By the way, I've always loved the irony about dividends: a sign of overall health, but Brk.A and Brk.B have never paid one (go figure). All in all a good read.     Reply
  • commenter
    Ryan Freund
    Feb 01 11:49 AM
    My Website
    Stocks That Ben Graham Would Like Here [view article]
    Cool. It's important to note that I'm not suggesting them as "buys," but rather suggesting them for further review. If they don't have an economic moat, either through patents, economies of scale, etc... then they shouldn't be further considered.

    Ryan
    freundinvesting.com     Reply
  • commenter
    helplessobse
    rver
    Feb 01 11:32 AM
    Stocks That Ben Graham Would Like Here [view article]
    I've copied this table into the iPhoto library for future reference and will put the stocks in a Bloomberg tracking portfolio to see how they do. Reply
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