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Non-Tech : Atlas Air
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To: Tony van Werkhooven who wrote (158)11/25/1998 12:20:00 PM
From: Adam Nash   of 182
 
CGO is now at the highest I've ever seen it, although granted I've been following it 18 mo.

If you give them a 20 P/E, that's a fair value of $60 since they are on track to earn $3/share, so I can't say I feel it is overvalued. Even a P/E of 15, ignoring their current fast growth, gives them a 45 fair value.

I'm not sure why there has been such a run-up the past few days. However, I have the feeling there is some news that we just aren't getting.

If we reach 50, I may lighten up a bit, but not until then.
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