Auto Rental Companies - AVI, BD, HRZ, DTG, AN Message Board

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Non-Tech : Auto Rental Companies - AVI, BD, HRZ, DTG, AN

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To: Grommit who wrote ()	11/11/1998 2:16:00 PM
From: Paul Senior	Read Replies (1) of 218

FWIW, have owned DTG for about a month. Have started a position recently in BD -- adding substantially to it today. In comparing BD to the others (excluding RII which is too complicated for me to figure), BD at 15+ is 3 points below book value and selling at its lows for the year- it is down more than 50% from its high. IMO, either there is something very wrong with BD since its stock price seems so much (IMO) out of line from AVI,HTZ,DTG (based on price/book, etc.) and because its price keeps going down in a market where almost all stocks are up from their lows... or else Mr. Market is giving us a very good opportunity to pick up a nice business franchise at a decent price. Budget is Number 3 in the 'car rental' business and they should do okay there and with their Ryder truck operations. That's my bet anyway. Paul Senior

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