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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (19135)4/27/2004 4:27:03 PM
From: Paul Senior  Read Replies (1) of 78634
 
ABFS now looks to me to be a better value than OVNT.

I sold 60% of my OVNT position today and took an exploratory position in ABFS.

Attractive aspects of ABFS (to me):

Relatively high operating margins. (Very dangerous and perhaps inaccurate too, to compare truck stocks to each other though, because trucking market is not a homogeneous sector.)

Relatively low d/e.

Reasonable p/e (relative to the market)

Interesting list of institutional holders (per Yahoo info.)
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