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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	9/3/2004 2:01:49 PM
From: Paul Senior	Read Replies (1) of 78745

I'll skip over my goofs with ADP, and try an exploratory position in competitor SunGard Data now. quotes.nasdaq.com SDS's had good revenue growth and now has a relatively (compared to past years) low psr. It also displays a relatively low forward p/e (Yahoo estimate). ROE not so great; ROA is okay imo. There've been some recent acquisitions. Perhaps they'll work out okay, maybe not. Profit margins have dropped to a tad under 12% from the high 12's of the past few years. That's not so good. Still, given where the other metrics are for SDS, I say profit margins trump - ~12% makes the stock a buy for me at current price. I'll take a few shares.

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