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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (10379)	4/19/2000 9:32:00 AM
From: Wallace Rivers	Read Replies (3) of 78498

Two stocks I'll mention: Yellow Corp. (YELL) reported earning this AM which were about 14% above estimates. Also came in higher than Value Line's revenue estimates. Estimates are for earnings of about $2.50 this year (they will probably ratchet up with this release), giving it a multiple of about 8. Projections on the $2.50 estimate show EPS gains well north of 20 this year. At $20, the stock trades only slightly higher than BV. Today's PR also mentioned a .com type initiative. Trading near a 52 week high, well off all time highs. Bid slightly higher pre-market. I have a long position. One which I don't own, but am looking at is Abercrombie and Fitch (ANF). Value Line is looking at earnings growth to '03-'05 of 32%, and $1.40 in earnings this year. Stock is at 11 3/4. Stock has gotten absolutely crushed from the high 40's. No debt. Wall Street doesn't like the fact that the company gives no guidance vis-a-vis monthly comps. Another risk is that this company is certainly dependent on the whims of fashion, and the ANF look could be yesterday's news (or vice-versa). Comments, anyone?

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