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Strategies & Market Trends : Fundamental Value Investing

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From: bruwin	3/6/2008 1:09:27 PM
	of 4719

WFR ... Now you see it, or you don't. Well folks, bearing in mind what I stated in Messages #463 and #475, and what one can see in the latest Annual Financial Results of WFR, I find "the Market's" reaction to this stock 'most odd', to say the least. But that should give one a great buying opportunity ..... We see that Annual Turnover increased by 25%. We see CoS/TO ratios have declined in the last 3 years from 62% to 51% to 44%. We see that SG&A/TO ratios have also declined in the same period from 10% to 8.5% to 7.8%. We see that EBITDA Margin has Increased from 28% to 41% to 48%. We see that Pretax Profit/CE has Increased from 27% to 39% to 46%. We see that Long Term Debt/Equity has declined, and concurrently so has debt expense. We see EPS has increased from the previous years by 8% to 46% to 121%. We also see similar increases in its Quarterlies. We see that a 6 month forward price projection, based on a P/E of about 25, could see its price rise by at least 50%. What is it that others currently don't see, cannot see, refuse to see, or whatever ? When enough informed investors see what needs to be seen, then this stock's price will only go one way ... and IMO it won't be down.

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