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Strategies & Market Trends : Value Investing

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To: dstange who wrote (14755)	7/8/2002 2:54:22 PM
From: Jurgis Bekepuris	Read Replies (1) of 79022

Welcome to Value Investing thread. Hope I did not scare you from the G&K thread. ;-) G&Ks are great companies and worth buying at the right prices. Out of the stocks you mention, I think C is close to a buy point with expected annual return of ~14% if it maintains 17% ROE. If not, returns are lower. I don't have much comment on the others. I only invest in companies that have >15% ROE for >5 years and <.8 (often <.5) in debt/equity, which leaves ALD, C, FBF, FRE and EV. I'll let you know if I look at these. BTW, there was a writeup on ALD here: fool.com It has some good points on investing in financials and why I usually avoid financial companies. There are exceptions though such as Berkshire Hathaway and Wesco. C, FRE, maybe FBF may be also worthwhile investments. Good luck Jurgis

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