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Strategies & Market Trends : Buffettology
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To: Shane M who wrote (2960)1/27/2002 1:59:11 PM
From: Jurgis Bekepuris  Read Replies (1) of 4690
 
Shane,

I own ANF. Bought it at lower prices (~20). Tough
to value with their short history of huge
ROE that is clearly unsustainable. I'm currently using
23% expected ROE - based on 9 months ROE last year,
that gives expected annualized return of ~13% from here
using Buffettology spreadsheet. The calculation is highly
dependent on actual ROE and possibly not applicable,
since ANF is not a true "high moat" Buffett company,
so take it for what it's worth.

I am not interested in APOL, since I am very doubtful
of service companies, especially about an education
company. JKHY is also a pass - one has to understand
their competitive position which would be tough, since
I have not heard about them before. BBBY - I doubt,
but I'll take a look. CTSH - similar to JKHY, I don't
want to own consulting company where I don't know
competitive strengths. Others pass 1 minute test
of looking at their Yahoo profiles.

I'll take a look at the other companies later when I
am on my main stock analysis PC and let you know.

Let me know what you dig out.

Jurgis - back on the murder trail...
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