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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (5891)1/29/1999 12:35:00 PM
From: Brendan W  Read Replies (1) of 78515
 
Jim,
How do you back out the impact of Dupont and IBC from Ralston's EPS?

Here's my attempt to add value ... recent buys:
o I bought MAT the same day you did
o working my way into Tenet Healthcare (leading hospital mgmt company)... P/B a shade under 2x, 5/00 PE around 10x.
o property casualty and defense large-caps are starting to look interesting... Allstate and Lockheed Martin PE is around 11x and LMT has a significant goodwill amort. component
o working my into Compusa. It's up today but when I bought I think yesterday at 11 3/16 the EV was $1.3B and the market cap was $1.05B. I think my numbers are right and it doesn't seem right for a category killer with 200+ stores operated.
o buying Service Corp ... '97, '98 and '99 eps around $1.30 so the PE is around 12x at $16. BV is a shade under $12.

Thanks for any help on Ralston. Also, what happens to the equity on the balance sheet as they sell Dupont and IBC?

Brendan
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