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Strategies & Market Trends : Value Investing

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To: geoffrey Wren who wrote (10383)	4/19/2000 5:16:00 PM
From: Paul Senior	Read Replies (2) of 78507

I say CNF and YELL are fairly valued within an out-of-favor sector. The positive reasons for investing in the larger companies do have some appeal though. I've got positions in several smaller trucking companies, and their prices are below, or hovering at, my purchase prices. Nevertheless, -g-, I've started a small position in BOYD today - a very small niche player within the trucking industry. stocksheet.com Although the company has been increasing its LTD, it looks like a reasonable bet to me that there might be a stock price revision-to-mean given some of its financial ratios - p/e and/or p/sales and/or p/book. Revenues have doubled since '95, so it could happen. Which would result in at least a 50% move from current 5 1/4 price. The stock's traded near 9, or higher than 9 every year since 1994 (since publicly traded, I believe) JMO, and it seems like I've been wrong on every trucking stock I've looked at. Paul S.

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