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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16375)2/6/2003 8:38:52 PM
From: Wallace Rivers   of 78670
 
I've had good luck with CVS; DRD has negative earnings growth, which is obviously not good. CVS still is growing, albeit at a slower rate than the late 90s. DRD positioning (NYC) is IMHO a positive, certainly in buyout potential terms, which has been whirled around the stock. Do they own or rent their units, NYC land being a pretty valuable commodity?

Another one which may interest some is TECD, which has gotten crushed, even more so in the after market. BV about 27, trading in the 18 range after market. There has been some discussion elsewhere that that is about liquidation value for this company, a wholesaler of computer products and peripherals. I said a scant week ago that maybe we're approaching an entry point for TECD, as it always comes back...glad I didn't act on my instincts.
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