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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (37199)	3/31/2010 3:40:05 AM
From: Walter Bagehot	Read Replies (1) of 78702

Thanks - just some ideas that I needed to research a little more: Timberland - no debt, >15% RoE over 5 years. I think you're right on this PE being high - it is unlikely to go anywhere and be re-rated by the market, so I will leave it for now. DJCO - certainly a cigar butt, with 23% 5yr RoE, no debt, market cap of 96 against cash and ST investments on balance sheet of 63. On closer inspection, 20.7 of "other equity" has just cropped up in the past full year and did not arise from operating cashflows. I can't work out what they are playing at - amateur investors? google.brand.edgar-online.com I'm not going near that one either. TSRA - Have to agree.

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