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Strategies & Market Trends : Value Investing
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To: - with a K who wrote (17437)7/23/2003 10:43:30 PM
From: Paul Senior  Read Replies (1) of 78464
 
re: HELE. I've no intention of selling my few shares. I'll look yet again to see if I might add. Hard for me to step up for more now. (a personal problem) Stock price is already near highs, with a higher than normal ROE and with higher than normal (past) profit margins. OTOH, p/e has fluctuated quite a bit over the past few years, and a 20 p/e has been seen in some years. That could bring the stock to your Graham fair value if the company earns $1.69 next year (2/'04). (I do suspect $1.69 is achievable assuming no deep shocks to the economy or stock market.)

As you point out, lot of new products being introduced, there's a "dramatic" shift in distribution channels, and the company is on a roll (increased profit margins). Perhaps for me, in deciding whether to buy more HELE here, I ought to look at the company as you do --- "a growth company that's value priced" rather than as a value play that might(??) already have seen much of its value recognized by the market.

Paul Senior
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