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Strategies & Market Trends : Value Investing
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To: Dave who wrote (23570)3/19/2006 2:43:25 AM
From: Spekulatius  Read Replies (2) of 78723
 
re EXPE - I like the stock because it's trading at a very undemanding valuation, yet they are a leader in their business (40% market share, profitability far exceeds competition) in a business with decent growth prospects (mid single digits) and a FCF that exceeds their earnings (due to fact that they get paid before they have to pay their vendors. PE is around 15 and this for a web based business (economies of scale). I do not know any other stock with similar characteristics and yet an so undemanding valuation.
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