SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (8088)8/29/1999 8:53:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78821
 
HDWY and employees: looking at HDWY. Company is growing revs by doubles and triples. Price to sales is very low. I don't doubt that it could be a buyout candidate at a double from current price or even $10 or better. Or that it is a value stock.

It's a company that operates in at least 6 major world cities. 400 people. Consider the problems of coordination and integration. Not to mention competition from bigger firms. And what are competitors doing -- all sleeping to let this company grow so fast?

Somebody posts here that he's a portfolio manager and HDWY is his biggest holding. Biggest holding! There's no concession to HDWY's risk given its size and number of employees? I guess I just don't get it.



To: Paul Senior who wrote (8088)8/29/1999 9:09:00 PM
From: sjemmeri  Read Replies (1) | Respond to of 78821
 
Paul,
I'm not arguing for etys vs toy but have you been to ToysRUs in
the last 5 years. They may have 70,000 employees but you can't
find a single one to help with anything when you need it. I've
got a 3 yr old and a 5 yr old and we do some of our shopping
there only because you know you can find everything but it's always
a dreaded trip.