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Strategies & Market Trends : Value Investing

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To: Volsi Mimir who wrote (21179)	4/24/2005 1:43:32 AM
From: Paul Senior	Read Replies (1) of 78673

Volsi Mimir: Forgot about EXPO. I've been out of that one for about a year. About SEB. I remember it well - because I never bought when I asked about it here, and the stock's done very well since. If you bought when it was mentioned here, you've done okay, imo. Stock was about $206 2/17/03. Closed yesterday at $1122 down $65. Hard to miss those big numbers when the infrequently traded stock zips by on a financial news tv networks screen. (aside: I see the p/e is only about 8 according to Yahoo.) ---- I'll pass on FMC. Looks too expensive for me based on past p/sales, etc. I continue to hold URS, but I'm not willing to add more. Seems to me it might be too late to buy JEC, GVA. I bought CUB recently for the highway bill. (There'll be more toll roads, and one part of CUB's business is the ticket dispensers, toll booth stuff.)

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