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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (6278)3/12/1999 11:38:00 PM
From: Mr. Sunshine  Read Replies (2) of 78673
 
Does anyone have opinions on Computer Hardware/Peripheral distributors? I am particularly looking at Tech Data Corporation (Nasdaq:TECD). Their P/B is 0.86, P/E is 6.77, and P/S is 0.08. At first glance, a value stock if I have ever seen one.

TECD distributes microcomputer-related hardware and software products to value-added and corporate resellers, computer retailers and direct marketers.

This whole sector has been very hard hit in the past few months. Is this the time to buy? Others which are worth a look are CHS Electronics, Inc (NYSE:HS) (P/B 0.51; P/E 4.83; P/S 0.05) and Comp USA (NYSE:CPU), the last being in a related sector but not as good a buy IMO.

I have not bought any yet, but at these valuations they may be hard to pass up.

Thanks in advance,

Steve
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