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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22999)1/6/2006 1:54:35 PM
From: muwis123  Read Replies (1) of 78763
 
EAS - According to the database I use, the average PE for the industry is 17x. I figured 15x to be slightly conservative. On a P/BV basis, the group is at 1.8x versus EAS' 1.1x. The stock isn't as cheap on FCF, but the yield is higher than average.

I agree this is one of my more conservative ideas as I believe returns in the stock market will be lower this year. I want to add some defensive names to my portfolio and move up a bit in market cap size.
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