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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (3076)9/28/2002 6:00:38 PM
From: Shane M  Read Replies (1) of 4691
 
Jurgis,

ANF is well into my buy territory too, however, I've taken it off of my list over the whole controversial marketing approach they have.

Curious on the low expected ROI on BBBY. Book value has been growing over 30% a year, ROE in low 20s, sales per share growth over 20%. I'm get expected returns depending on assumptions of around 10% to 17% when I trend things out. Even if I back way off on ROE of 20% and Book value growth of 20% I still get almost 10% ROI. I'm assuming a future PE multiple of around 25 (low end of historical range).

Shane
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