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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (29582)	1/8/2008 5:14:40 PM
From: Brendan W	Read Replies (1) of 78450

Sold all Pepsi and Bank of New York. I've held them for several years and they've done well enough. I started a position again in Joann Stores at $10.40 having sold it at $24 in July. It is at a low since it's chart started in late 2003. EV/Sales is .22 (it has some debt unfortunately). It's had a couple years in that period where it earned $2/share. I started a position again in Office Depot at $13 having sold it in 2001 at $14. In the last five years, share count has come down 12%, shareholder equity is up 30%. EV/Sales is .25 and current and forward PE are under 9. Also, added to Sealed Air at $20.31. Forward PE is around 11. Added to Wells Fargo in the mid $26, added to Meritage Homes at around $10 (P/B is now .35), doubled down FTD at $11, added to Masco at $19.20. stocks mentioned: finance.yahoo.com

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