Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (9751)	1/26/2000 1:17:00 PM
From: Paul Senior	Read Replies (1) of 78476

Making the following buys this am: 1. Adding to Federal Mogul (FMO). Low p/sales. Low p/e (3-4 and analysts say this is not peak earnings year), low p/bk (too many acquistions at too high a price though.) Price to EBITD < 1.5. That is ridiculous (imo of course -g-) 2. Adding to Healthsouth (HRC) as it drops to mid-5 range. 3. Starting position in USEC (USU). I'll go with Jim C's opinion that the bottom might be around here. Dominant in its business. Good dividend, I suspect, even if cut. 4. Adding to Equifax (EFX). A growth value pick, imo. Many Buffett characteristics, imo. 5. Adding to Quintiles (QTRN). Stock now may be influenced by HLTH share price (a plus and a minus, imo). Deal with HLTH may be a "value" when numbers are crunched. I say risky play though on that basis. More a bet that QTRN can resume its growth and focus. 6. Adding to GATX (GMT). Tagged with being a railcar lessor. Imo, more like capital asset allocators. Owned it for a while and see the way they've been able to deliver results by doing joint ventures, exiting businesses, etc. Hidden strength is capability in info. technology. Pe 10, 3.6% div. yield. They get no respect. FWIW. Paul Senior

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next