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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (15540)9/30/2002 10:19:10 PM
From: Paul Senior   of 78659
 
I forgot about that article, mrcjmoney. I remember your post though, I did read the article, and I also remember reflecting that that particular issue of Barron's had several articles of interest to value investors: for another example - that list of stocks with lots of cash/sh ("In the Bargain Bin")

I forgot about Mr Neff and CIT. The plusses were low p/e, and "in addition, the company has indicated it plans to pay a dividend". Negatives: "...most of Wall Street (are) worried aplenty about the company's credit quality."

I had earlier started a small position in C (which I see is a Neff choice.). I'm considering adding to it. I'm holding on to WM. I still have my home builder stocks: I've been adding very small amounts to DHI, the only one in the article that I have in common with Mr. Neff.

I'll put BFT (Bally Total Fitness), another Neff pick, on my watch list. BFT's tough because so many shorts say that BFT needs to increase capex to cover equipment and plant upgrades. So much so that cash flow is going to be impaired. Plus, there're issues (if I recall) regarding how BFT accounts for its memberships. (Note: not sure I've got the negative story right. Anybody know more, please feel free to elaborate or correct me.)

finance.yahoo.com
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