Hi Paul, been on vacation a while, ignoring stocks!
I must say, I still like YELL a lot, much more than HUBG. YELL is showing very strong earnings growth despite the high cost of energy, HUBG not.
Today, I received the most recent edition of the Dick Davis Digest - in "the last word" part of that publication, one fellow liked 3 transportation stocks, his criteria being ludicrously low PS, PB, PE, PEG ratios. Drum roll please, the 3 are VVN, ODFL, and YELL.
FWIW, I'm still pondering my swap of T into WCOM for tax reasons. Fortunately, I didn't do it last week!
One thing that scares me is the SSB "all star analyst" is pounding the table on WCOM - the same dude that loved T at 50, downgraded high twenties. What prescience. Heard him on CNBC today, thought he was....well, a good cheerleader.
Comments on T and WCOM appreciated.
Regards to all,
Wallace |
