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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (11298)	10/16/2000 5:18:49 PM
From: Paul Senior	of 78451

fwiw, selling some AHP to buy more TKR. stocksheet.com Timken's a pretty sharp company in the bearings business. (-g- although sharp maybe isn't the word to use when talking about bearings). stocksheet.com Stockholders are suffering. Stock at a five year low. Debt's been increasing, ROE, ROA never great, are lousy now; and sales growth is poor (all imo). Still, p/sales is relatively low as is price/book. There's a 5.5 % dividend yield. In a couple of years, we "should" be seeing better earnings and/or outlook for TKR. I see the stock possibly then selling for $25 or more (1.5x book, where it's occasionally been before). Given TKR's excellent reputation, business longevity, current low price, and good dividend yield, I'd call Timken a suitable bet for a Mom's account. (Mom might not want to be selling AHP to buy it though. -g-)

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