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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (15621)12/8/2003 12:55:00 PM
From: Paul Senior  Read Replies (4) of 78507
 
I'll double up on my losing position in OCA now.

Positives:
I like p/sales, and p/e. Yahoo's enterprise value/EBITA looks low enough. Parents WILL spend for their kids' orthodontia. Adults for themselves too. There's STILL a lot of insider buying of the stock. (key point here for me)

Negatives:
It's a roll-up business. I didn't have much success when I had physician roll-up stocks. Dentists in dental roll-ups seem to be just as much trouble -g-. Lawsuits with a recent buyout.

tfn.kiplinger.com
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