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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (16512)2/27/2003 12:45:06 PM
From: Jurgis Bekepuris   of 78669
 
LTD looks good with current expected annualized return around 18% (I buy companies with expected annualized return above 15%).

HD - I pass due to 22M CEO salary.

LIZ is not very cheap with current expected annualized return around 13%.

BGP does not interest me due to low ROE.

Jurgis
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