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Strategies & Market Trends : Value Investing

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To: Terry Lyon who wrote (10023)2/21/2000 12:51:00 AM
From: James Clarke  Read Replies (2) of 78666
 
like RPM and CMH for the reasons you cited (and many more with CMH - RPM I don't know well though it is perpetually on my "get to it late this week" list)

PBY I would be wary of. Competitors I have spoken with say they are beyond fixing. I live in their home base of Philadelphia, and their stores here look old and tired. Is the balance sheet still deteriorating? If things are starting to improve operationally, you've got a stock that everybody has given up on, so it probably has a lot of potential upside. If my understanding of the fundamentals is right, though, that is not the case. I have not looked at the company specifically for a while, though I do look at the industry off and on. Way too many stores.
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