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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16147)	1/16/2003 8:34:34 AM
From: Wyätt Gwyön	Read Replies (2) of 78476

i bought HELE some months ago on a nice plug in welling@weeden by Scott Black. basically called them a "decent company" that was (then) cheap at around 9 times earnings. he also plugged IPCR, which has done OK as well. on a separate note, i was rather disappointed by Nygren's comments in the latest OID. he seems to take the $53 pro forma earnings estimate for the SPX at face value and says it should trade over 1200 based on the silly Fed model. almost makes me want to short WM. it's scary to see value managers being so clueless.

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