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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (6007)6/14/1999 8:41:00 PM
From: Paul Senior  Read Replies (3) of 78515
 
Trucking: re: Grommit Feb. post: It's now for XPRSA imo.

Starting small position today. My summary: Earnings below expectation. Lots of debt. Insiders (Class B) control and run it.
But price near low and dropping close to book value (if I calculate from SEC correctly). PE and PSR at relative lows. Very aggressive acquisitor. They seem to claim to be an early adopter of technology also.

Pass on TCAM.

John G. Nice call on USFC.

I'm still watching SIMN. Occasionally checking JBHT (mentioned here by somebody).

Still own TFH.

FWIW, Paul Senior
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