BUY DCU

Go to http://finance.yahoo.com/q?s=dcu for further information.

My friend asks me why I recommend such a stock and that is because of my disgust recently with the popularization of value investors. I am a big believer in finding true value, but what is value when currencies and our value of work are changing at a dramatic pace?

The general market hasn't even sold off 25% and the news media is leaping everywhere trying to get an interview with some old, stodgy, and possibly senile value investor who proudly claims that he bought dogs in the eye of horrible economic news and an uncertain future. These interviews to the unwary eye are saying subliminally to buy now and be patient as these sages of Wall Street are doing.

Nothing has changed. Credit markets are uncertain. Layoffs haven't been felt. Commodity prices are still high and still pushing near and quite possibly past their all time highs. Purchasing MBI and Ambac now is speculation my friend, and your safety of margin is tremendous pessimism. But I question the pessimism part. And don't call a leopard a zebra.

A few months ago, this guy, a professional value investor, and making more money than me, kept talking his book of Circuit City and Ambac, while I mentioned the other great opportunities out there. His only comment to me was "this is the beauty of markets. You place your money where you like." I bumped into him recently at a costume party where he fittingly dressed as Superman, but I was wondering, didn't Superman have a weakness?

When these investors don't use the restroom anymore by saying "deep value" "long term" "will never sell" then I 'd venture to believe they are value investors. Until then Doyle Brunson should be interviewed on his take about the market.

So I write this blog showing you what a value investor would buy and it might work but you need to do your homework on this one; especially since the market cap is only 9mln...

On a napkin: it makes 1.2mln a year and at 8mln looks cheap; especially since the owner didn’t dump all his shares at 2-3 bucks. Yahoo says book is (off top of my head) at .80.

Am going to analyze, but let me tell you, much easier than MBIs or Ambac's book. Additionally, everyone needs to clean something - from CDOs to socks. So their is a moat ... of bubbles!