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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16301)	1/29/2003 10:20:06 AM
From: Jurgis Bekepuris	Read Replies (1) of 78666

Paul, Do you have any elaboration on "astute management" in CX? This is something which is even more difficult to qualify in foreign companies. Any pointers to management evaluation would be great. I am still interested in CX. HD and your ROE model - hey did you steal mine? :-))) Or did we both steal it from Mike Burry? :-))) I have the same assumptions and the same target. GE - I just looked at it and put it into "beyond my competency" pile. I don't want to try understanding their 4.5 debt/equity and financing arm. MLM - same problem as LBY: debt is high and rising and the ROIC is low. Since ROE with debt is only ~15% that is Buffettology limit, I think I will pass. Jurgis

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