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Strategies & Market Trends : Value Investing

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From: Paul Senior	10/11/2005 12:03:12 PM
	Read Replies (2) of 78743

I'll take just a few shares of Bemis Co. at current price. Lowered earnings and at least one downgrade. Company cost of goods is adversely affected by increasing energy prices. I assume though that after a few quarters, these costs will be passed on to Bemis' customers. ------------- Based on data since 1995: Company has raised dividends every year. Current yield is 3%. Current psr of .8 is lower than any previous year's average. Book value increases every year. Current p/bk = 1.85. That is lower than any past year's average. Average annual p/e past 10 years is 16.5. Current p/e is 15.6. D/e ratio has come down over past few years and approaches numbers seen in '95-'96. ---- I'd say this is a slow-growing company whose stock generally in past has traded at fairly lofty levels for value investors. (Although some value players are or were in the stock - Olstein/Kayne Anderson/Franklin Templeton). Stock still a bit expensive imo, based on ROE and profit margins, but at its 12-month low, it's worth a small nibble (for me). finance.yahoo.com ----

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