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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (21500)	6/19/2005 7:27:20 PM
From: Paul Senior	Read Replies (3) of 78666

OXY, HANS or JLG. HANS might be okay because it delivers results. But it also could be too late to buy for value investors with its psr =4, p/bk = 13x, imo. And it's a gnat among giants. Pepsi/KO/Cott decide to enter its niche, especially if that niche grows (which the high p/e suggests), HANS business and p/e will suffer - imo. JLG still has poor roa numbers, poor profit margins. The stock is selling at multi-year highs. Business is good for the company as construction market booms. Little late for a value investor to establish a position at this point. Again, imo. OXY is a buy at current price. Imo. I continue to add to my position.

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