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Strategies & Market Trends : Value Investing
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To: B.D. who wrote (4282)6/16/1998 10:01:00 PM
From: Paul Senior  Read Replies (1) of 78740
 
re PPOD. Well it certainly is scaring me off too. If it's not an internet stock, then it must be a grocery stock. Competing with Albertsons and Wal Mart and/or Price/Costco. Ha. Going to be a lot easier for these grocery/warehouse companies to get up on the net and home deliver than it will be for little PPOD (200 employees)to compete in their biz. That would happen to PPOD maybe the first time one of these giants sees PPOD make a profit. PPOD's PSR, P/BV look mediocre to me. Only two years history I can find. Sure there's a margin of safety with $3 cash. And I see that sales are growing. But with their losses ... they could burn through that $3 fast.
No way do I see this stock at $15 === 'course I've been wrong many, many times before. You see value here at near $5 and a triple. And you want to buy more. This is the best value stock you can find???
I think you fell in love. Here's what I sometimes do when I get like that. Sell the position. If you read the Crimi post here, the world is coming to an end anyway, or the market will collapse at best. So just wait it out for two weeks. Just stay out of the position for two weeks. Then, if you still think PPOD is a value, you haven't found anything better, buy it all back. It's amazing that when you ask people if they could divorce their spouse with no consequence and remarry 'em again (also with no consequence) how many people say they'd divorce 'em alright, but never remarry 'em. -g-. JMO, Paul Senior
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