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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Esway who wrote (756)	1/27/2000 3:03:00 PM
From: JakeStraw	Read Replies (1) \| Respond to of 5499

I kinda like when the market gives me the opportunity to add to some of my positions :^) Have you ever looked at Comcast (CMCSK)?

To: Esway who wrote (756)	1/27/2000 3:15:00 PM
From: JakeStraw	Read Replies (1) \| Respond to of 5499

DPH mentioned in the following story - biz.yahoo.com Brody explains, ''We look at the cyclical stocks on a normalized valuation basis. We look at what we think they can earn over an entire cycle and see if they are attractive at those levels. A stock that we recently added to our portfolio was Delphi Automotive Systems (NYSE: DPH - news), which was spun out of General Motors this year. It's the world's largest auto parts supplier. Although it does have a significant amount of GM-related business, it's growing its on-General Motors business fairly rapidly. Here is a stock that is below 9x earnings, and on an enterprise value to cash flow basis, it's less than 5 times. We think those types of valuation levels, particularly relative to the overall market, are extremely attractive.''