Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (8864)	11/3/1999 1:47:00 AM
From: James Clarke	Respond to of 78616

Thanks - we are finally after 2 years getting a look into the depths of Paul Senior's methodology. And I like what I'm seeing. You've been very open with your stocks when you find them, but the only thing I've known about how you find them is that I would love to find out HOW you find them. But fair is fair - I'm not willing to divulge my screen and you probably aren't either. But despite the many times over the last three years you have trashed my picks (and usually those were my bad picks), one of the reasons I invest so much time into this thread is that it is the only way I can get what limited access I have to your mind, as well as that of Mike and a couple of other regular contributors who I watch carefully. I'd ask you to throw Genuine Parts (GPC) into your screen and take a look. And don't throw this into the pile of "industrial cyclicals" until you ask yourself how cyclical is this company really? I think its not cyclical at all - clearly the market disagrees with me - they are lumping it in with auto parts manufacturers. Genuine Parts is NOT an auto parts manufacturer, though many investors think it is. I'll throw this out to others too. Spend some time evaluating the 75 year financial history on the back cover of GPC's annual report (hint: think ROE), look at their balance sheet, and then tell my why I shouldn't be buying this stock at 13x earnings.