Disciplined Investing, especially the NAIC way Message Board

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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: The Philosopher who wrote (391)	3/15/2003 9:18:28 PM
From: - with a K	Read Replies (2) of 469

I don't have it in front of me, but my judgment for BMET might've been a little more conservative, plus the price has appreciated about 10% since you did yours, I'd guess. I recall I chose the highest low price option, around $15.95 and felt a high PE of 30 was a little stretch for a company estimated to grow around 16%, but I used it anyway because of their history. I have the same problem with Forrest Labs (FRX). It's been on an absolute tear since 1997, with strong managment scores and a unbelievably steep graph. I can use aggressive judgment to make it a "buy" but it seems too risky. I mean, even after I eliminate 3 of 5 high PEs I still end up with a high of 46! However, VL gives it a "1" with a financial strength of "A." No debt, great current ratio. High margins, strong, growing ROE, blah blah blah. Great company, expensive stock! Your take?

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