Brand Name Values and Turnarounds Message Board

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Strategies & Market Trends : Brand Name Values and Turnarounds

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To: Peter O'Brien who wrote (32)	11/15/1998 7:21:00 PM
From: Paul Senior	Read Replies (1) of 82

Yes some of those might work out okay. I've looked at MNRO and passed on it at lower price. I'll look again. BC too, I did not buy when it was mentioned on the Value Thread at about 15-16 I think. Comp USA looks interesting because it is beaten down. I'm more comfortable though if I can buy in at book value; CPU is selling far above it now. SWK also seems too high to me, also HLT. (That's all IMO. And I've been wrong many, many times in my assessments.) I started a position in BD (Budget Car Rental) about 2 weeks ago and substantially added to this position last week. Budget also owns Ryder truck rental franchises. FWIW, I still own TOY, ATXA, others I've mentioned here that I bought. Paul Senior

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