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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (16294)	1/28/2003 5:36:31 PM
From: Paul Senior	Read Replies (1) of 78666

Fwiw, another stock that's come into buying range based on an ROE formula approach is LBY. my.zacks.com Here there are some additional positives as well: Steadily increasing book value and decent (imo) profit margins. PSR has come down to a relatively low number as stock price has declined. A couple of "value" funds are owners, although they seemed to have reduced their positions: lionshares.com LBY is a glassware/dinnerware company. To me, aren't these companies one step up from steel producers? Like every country in the world manufactures and tries to export the stuff? So how can margins and growth be there for LBY? Acquisitions is a weak way imo. And maybe there's been more debt taken on. (Of course ROE is enhanced as those additional profits that are brought in by using debt are placed over the equity denominator.) I've bought a little. A bet on LBY based on its ROE and profit margins vs. its seemingly low price. Too many unanswered questions regarding their business though for me to do more than have an exploratory position. Paul Senior

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