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Strategies & Market Trends : Value Investing
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To: Dale Baker who wrote (19200)5/10/2004 2:47:52 PM
From: hoyasaxa  Read Replies (1) of 78596
 
Thanks Dale- been following your posts on these on other stocks for some time now. Enjoy the SCR bonds, bought last fall after learning of them on your thread. Still trying to get a handle on AMPH and TIWI.

I have been concentrating my energies on finding companies with p/e under 20, peg under 2, growth, good roa and some dividend yield (that can be reinvested, unlike what i might consider attractive adrs scottish power and ing, for example)... Also, may add to positions in CBD and CETV, good non-us stocks hit hard lately....And finally, the large cap safeties with bad press of late like DIS attract me somewhat...
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