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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (10025)	2/21/2000 9:32:00 AM
From: Terry Lyon	Read Replies (1) \| Respond to of 78664

I agree but I don't see much downside risk for RPM at current prices and with a history of dividend increases. Also, if times get tough, people will tend to repair items rather than replacing them. Also, RPM could conceivably spin 20 (+or-) companies. It is still early for CMH and there may still be some downside risk. Wait till interest rates begin dropping again. Lots of boomers are thinking of moving into the country away from cities and suburbs and some will want smaller retirement homes. I think growth could pick up over the next decade and at the current PE this could do well in a time-averaged account such as a DRIP. PBY still has downside risk but may have potential once bottomed. And while NEOG may have limited upside, they had reasonably priced growth until they recently stumbled. I think NEOG is back on track with their latest acquisition and population trends going forward.

To: jeffbas who wrote (10025)	2/21/2000 4:57:00 PM
From: Daniel Chisholm	Read Replies (1) \| Respond to of 78664

I love to read S&P debt commentary as it is often much more straight, complete and objective than stock commentary. Isn't that the truth? On the few companies I've been fortunate enough to read S&P's debt commentary on (err, better make one of those "unfortunate" -- USU!), I've found it to read like very solid research, discussing many of the things (cash flow, debt considerations, sensitivity to various changes, etc) that value investors (and shortsellers) thrive on and that we can really sink our teeth into. - Daniel