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Strategies & Market Trends : Value Investing

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To: gcrispin who wrote (17336)7/1/2003 5:15:08 PM
From: Wallace Rivers  Read Replies (4) of 78958
 
Anyone having a problem finding buy candidates, as I am?
Am looking at AFL, might reenter RKY at a lower price. Still like UIC a lot, think a buyout is closer to happening with the perceived asbestos cloud lifted.

One that I have owned off and on, DIS - from a kick the tires perspective, just returned from Disney World, which was VERY busy - our hotel at WDW was sold out, theme parks were jammed. Also went to Universal Orlando, which was not as busy (except for the new Shrek attraction). From the perspective of visiting Universal, and talking with some people, Disney is kicking Universal's you know what.
I don't really like stocks that carry a multiple and PEG ratio like DIS, however.
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