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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (15193)	8/14/2002 6:49:11 PM
From: Paul Senior	Read Replies (3) of 78599

Jurgis Bekepuris, okay -g-, if you're no Grahammite, let's try Buffett. Do you have a way to relate ROE to price to book value for these three companies? I'm looking for an opinion - based primarily on those figures and relationship - to indicate whether the stocks are now buys or sells. DOV. Current price 28 in a range roughly between 26 and 43. I'll superficially guess ROE is about 20-23%. Sells about 2.45x its approx. $11 book value. HRB. Current price about 48 in a range roughly between 32-51. Maybe 20-25% ROE. Selling at 6x book value of $7.56. NKE. Current price about 44 in a range about 41-64. Past few years' ROE roughly 12-18%. Selling at 3x book value of 14. I call DOV very close to being a buy based on its historical ROE, its current book value, and its current price. (Given current interest rates. I've not looked at debt, eps, other factors.) The other two stocks are, if they're not overpriced, they're not bargains either. What's your opinion? (Or anyone else who might care to comment on these stocks.) finance.yahoo.com Stocks were picked from last pages of following filing: sec.gov

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