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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (28096)	9/17/2007 11:44:37 PM
From: Spekulatius	Read Replies (1) of 78748

CBG - decided to enter a starter position. CBG is a real estate service/property management company with strong growth in the past (organic and acquisitions). Forward PE <10. Property management is nice business (nice FCF since Capex requirements are low) when business is humming, although i do see some weak years from 2001 to 2003 when this was not the case. CPG is by far the largest company in their respective field and should command a premium valuation, IMO. Some analysts predicting 25% growth for a couple of years. This seems rather optimistic but I sure would take it.

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