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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (6005)	2/9/1999 3:14:00 PM
From: Grommit	Read Replies (1) of 78515

XPRSA TCAM -- Hi folks, This is my first post here, since I just found this thread. But as a value investor, I plan on becoming a regular if the suggestions and tips are useful. I will offer the following -- I am a big fan of the trucking industry right now. I think it is defensive due to the low valuations and since the foreign exposure is limited -- real limited. My 2 favorites are xprsa and tcam. tcam has very very low volume but is more undervalued. Both just released earnings and made around $1.40 each for the 1998. Both had around $1.15 in 1997 and both are expected to do $1.65 +/- in 1999. quote.yahoo.com TCAM released earning last night and you can hear the CC over the net vcall.com Let me know what you think? Oh yeah -- Not much activity in the XPRSA thread here. Subject 21752 No TCAM thread. A few decent followers on yahoo. No issues. Seem like relatively safe 15-20% growers with PE around 10. In 1997 the PE ratio of XPRSA was generally over 18. As you can see here: marketguide.com PE for the trucking industry has been 12.5 to 30.5 over the past 5 years according to this: marketguide.com One more thing. With TCAM's just released 1998 earnings -- there was (.15) loss due to results of a division which they just sold -- sold it because they could not develop it. Sold it to someone already in that subsector. So EPS excluding that loss was a bit higher. But they do not make a big deal of it and did not separate it in the income stmt, just in the commentary. upside, upside, upside... regards, grommit

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