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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (9788)1/31/2000 2:00:00 PM
From: Paul Senior  Read Replies (1) of 78433
 
Bob, re:AVL. AVS. Yes, have looked at AVL a couple of times. Can't recall why I've passed, maybe lack of sales growth or price at the time. I like the distributor business (which is what they are about), and their strong electronic commerce capabilities were touted in a Barron's article last summer, I believe. Some indication(?) that they are or had some difficulties with it recently I recall. Stock looks attractive down here at its lows though.

I'm adding more AVS to my position again today. I particularly like the MRO aspect (maintenance/repair/overhaul),since I figure that's a function of either air miles flown or number takeoffs & landings. And which I assume is mandated or necessary work that won't be as much affected by passenger revenue (assuming planes are kept in service flying routes).

Paul
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