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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17184)6/10/2003 2:44:10 PM
From: Grommit  Read Replies (3) of 78748
 
LH & JAKK.

Paul,

LH looks VERY good. But the insiders are selling quite a bit, which causes a need for a very close look. Compensation seems high also, but I all else looks good. I like the industry also. I want to own this one, after a brief review on my part, but I need to look deeper. I hope I don't wait too long.
biz.yahoo.com

I just bought JAKK. They make toys. Actually they have them manufactured -- overseas, of course. They sell to Target, Toys R Us, Wal-Mart, etc. Compensation seems a bit high here too, but sales growth history, profit history, outlook, and stock price all seem quite nice.
biz.yahoo.com
corporate-ir.net
biz.yahoo.com

I avoid hospitals. I avoid Oil Services. I avoid most regulated/political/cartel driven industries.

regards,
grommit
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