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Strategies & Market Trends : Value Investing
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To: Bob Davis who wrote (1461)6/29/1997 6:14:00 PM
From: Paul Senior   of 78708
 
Bob Davis: re MTY. Thought I might provide a little different perspective to your standard comments (3rd posting?) about your apparent fav stock.

Regarding your repeated comment "extremely undervalued by the market".
Well, IMO, at 13.6% ROE, 1.33x book, pe of 12, psr of .52 -- the stock is not much different from hundreds of others out there --doesn't look so undervalued to me.

Here's what I see. A tiny lil' co. - 19M in market cap. They put on trade shows essentially. Company has really grown - both revenues and apparently now there are acquisitions. Maybe they are in "Business Services segment" with a pe multiple of "31" and maybe they can increase their sales as rapidly in the future as in the past and get their pe up. I'd like to see that --- double triple quadruple the number of trade shows and other events -- there's just not enough stuff out there now to get us all out of our offices -g-. Or perhaps all our supervisors are just waiting to approve the time and $ to attend from a selection of twice as many (if growth of market were 24% every year for next 3 years).

IMO, to invest in this stock, you've got to know the company or know Bob Davis. No question your report is most comprehensive and your knowledge excellent. Plus you've been right --
the stock has gone up!:>).

Maybe you'll continue to be right on. Howsomeever... fixated as I am, I see more risk than reward in a purchase at the current price.
Paul Senior
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