zacjones

Deck the Halls With Trex - Barron's

People have cut back on building expensive decks dramatically and Trex is alo the most expensive product on the market even though it is not better quality than the others. Trex also has another class action lawsuit against it for a faulty product and high debt levels. Even if housing turns the corner, I do not see Trex getting through the next couole of years.

Expect FactSet's Stock Price to Decline

I like your work but I think your growth rate is way too high. Factset will have enough trouble maintaining theirinstalled base, let alone growing. In addition to the deteriorating financial sector, Factset competition is getting more severe with Capital IQ improving its offering so much that new customers have many options and Factset is expensive compared to Capital IQ, Also, as firms look to cut costs it is likely they will not just always accept Factset's price increases as Factset needs these firms as much as they need Factset. I come to a valuation of closer to $25 in 12 months time. Good luck,

KSW, ePlus Look Like Bargains

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 a very attractive investment.