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Strategies & Market Trends : Value Investing

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To: Marc Fortier who wrote (17903)	10/17/2003 10:02:37 PM
From: Paul Senior	Read Replies (2) of 78741

Marc Fortier, thanks for your comments on CAH. My intent is to add to my position if CAH falls further. Lot that I like about the company: P/e, p/sales, p/book are high but below annual averages of past years. The stated book value keeps increasing. Earnings up 10 of 11 past years, with next year projected to be higher than current. No real stand-out negatives that I see after a cursory review. Looks like the stock's been in a trading range past three years and is in the lower part of that range now. If earnings continue to increase and the river don't flood, the stock might again trade for $70/sh or more, up from current $58.52. Within 18 months perhaps. Jmo. Although of course, I've been wrong many, many times.

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