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Strategies & Market Trends : Value Investing

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To: schzammm who wrote (19892)10/17/2004 4:32:12 PM
From: Paul Senior  Read Replies (1) of 78666
 
GKIS. D/e (per Yahoo) = 1.4. Too high for me. (jmo) Gross margins and operating margins about twice competitors PPC and TSN. I assume the business is way too tough and too competitive for that large difference to be a sustainable. (I could be wrong.)

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I'll just take a chance and jump right in to presume I might guess what the board's ideal criteria might be: A stock that:

sells below net current assets
has many years of earnings
pays a dividend that's not been cut in 10 years
has good liquidity

But who knows?

We've found that it's difficult to get more than three people to agree on a stock. Even then, time frames for holding a stock are different. Everybody seems to come to a valuation opportunity differently.
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