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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject2/24/2002 11:25:23 PM
From: llackey  Read Replies (1) of 78659
 
Here are top S&P MidCap 400 picks based on 20%+ under downside target price and 10%+ forecasted earnings growth. Downside is calculated using Benchmark Investing method from "Trouncing The Dow". See Message 17085304 for details.

		Price	10Yr	10Yr	Price/	5Yr	5Yr	Price/	04-06	04-06	EPS	Buffett		
Ticker	Update	2/22	Down	Up	10YDwn	Down	Up	5Y Dwn	Down	Up	Growth	Value	Ind.	Name
BRL	1/25	64.26	105.00	247.08	-39%	84.41	205.57	-24%	133.44	314.00	70%	99.44	DRUG    	Barr Laboratories
TDS	1/4	85.99	125.39	206.16	-31%	N/A	N/A	N/A	203.83	335.12	13%	62.85	TELESERV	Telephone & Data Systems
TSN	2/8	12.8	17.94	27.76	-29%	20.62	33.42	-38%	35.83	55.44	164%	21.58	FOODPROC	Tyson Foods
PHSY	12/28	16.29	22.78	52.29	-28%	22.19	58.45	-27%	31.92	73.27	100%	72.23	MEDSERV 	PacifiCare Health Sys
UCU	1/4	22.76	31.71	44.36	-28%	27.69	43.10	-18%	43.14	60.35	23%	74.11	UTILCENT	UtiliCorp United
IVX	1/25	17.39	23.56	53.11	-26%	23.57	61.85	-26%	37.89	85.41	15%	23.45	DRUG    	IVAX Corp.
WEC	1/4	23.9	31.93	40.70	-25%	34.42	46.85	-31%	37.01	47.17	22%	0.00	UTILCENT	Wisconsin Energy
SRP	2/15	16.28	21.63	28.60	-25%	27.42	39.17	-41%	25.96	34.32	525%	-28.14	UTILWEST	Sierra Pacific Resources (New)
YRK	2/1	31.86	42.10	63.47	-24%	34.03	58.92	-6%	68.36	103.05	22%	66.60	MACHINE 	York International
BKS	2/15	30.4	38.00	74.56	-20%	30.07	64.66	1%	66.09	129.67	88%	N/A	RETAILSP	Barnes & Noble

I've started looking at Tyson (TSN) as my next purchase. Their acquisition of IBP is going well. Their cash flow is strong, so they can pay down the debt they assumed in the IBP deal. The dark cloud is the tangle with US Gov't over immigration law violations. This won't impact the company over the short haul.

Compared to the Food Processing Industry their PE is lower than average, but that may be due to their relatively low net margins (1.5% vs 6.2%) and ROE (10.5% vs 28%). Is there anything specific to look for in the food processing business that warns of trouble ahead?

- Lee
Benchmark Investing values for the Dow can be found at benchmarkinvesting.com.
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