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Strategies & Market Trends : Value Investing

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To: Richard Query who wrote (3842)	4/14/1998 10:12:00 PM
From: Paul Senior	Read Replies (1) of 78920

Richard: re ASAK. If twere me, I'd be scared. Just pulling off the "freightways" companies,I see: symbol---ROE---p/bv---psr---d/e (all per my favorite: Yahoo) AFWY__ 8%__ 1.5__ .4__ .9__ (Mike B's valuescreen select.) USFC__ 16%__ 2.3__ .6__ .3__ CFWY__ 9%__ 1.7__ .2__ .1__ (full serve; 21,000 employees) USAK__ 16%__ 2.7__ 1.1__ .5__ (full serve?; 1,000 employees) Richard, you tell me how this company can pull down 16% ROE, and keep going the way it has -- it's already selling for twice the psr of some others, it's already taken on debt, it's already got a very high p/bv. Its growth is going to slow or else competitors will rise to catch them. I don't see otherwise. (Even giving the point that my sample for comparison may not be accurate, or Yahoo numbers or my interpretation might be off). Paul.

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