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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25306)	11/20/2006 10:56:51 PM
From: Spekulatius	Read Replies (1) of 78748

re ABY, WY, IP - ABY only looks cheap IMO. if you compare those three companies based on EV/S (which includes net debt) rather than P/S, all three look like they are valued about the same. Both IP and WY are better companies, profitable and pay a dividend. ABY is only a better play if an industry recovery is imminent in which case ABY gearing would work in the shareholder favor. Right now it does not look like the industry is going to boom any time soon. ABY book value is about 1/2 goodwill, so it' not as cheap as it looks on that value metric either.

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