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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (18628)2/5/2004 9:12:33 PM
From: Spekulatius  Read Replies (2) of 78517
 
Re Yell: well at least the Roadway division did loose market share the last quarter. I am not sure if this can be fixed easily. YELL is certainly inexpensive at about 10x earnings. From the competitors i like Overnite (OVNT) the most, it's a recent IPO so the operating history is fairly short. It trades at a P/E of 13 and is non-union. I will watch both stocks for now, I am not in a hurry to be too aggressive right now.

Uhhg. Should have waited covering the BPT short a little longer :-(.
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