SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Clarke who wrote (3042)1/15/1998 1:18:00 AM
From: Paul Senior   of 78669
 
James Clarke: USC. I don't find either the Co. or the School very appealing. You've got a target at 26. Let's see: Book value is about $5-6. You think they can pull 20 to 30% ROE out of it to get 1.20 to $1.80 to sell at a pe of 22 to 14. Hmmm. I think I'll look again at EMN... (plastic bottles) They grow about 10% a year with a good dividend and with PROVEN good management.
Re PSA: Weren't you one of the chaps who tried to alert me to the management issues with UHAL? Have you not also seen article(s) couple years back on PSA regarding founder (CEO) and how he has treated investors in PSA through his deals with PSA? (Or perhaps I am thinking of a diffeent public storage company?) Paul Senior
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext