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


To: TwoBear who wrote (10086)3/1/2000 12:17:00 PM
From: Grommit  Read Replies (4) | Respond to of 78661
 
YUM, AMES, Others.

I think quite a few of us previously decided that YUM was a fine deal, and I did buy a share or two.

I fortunately purchased AMES yesterday and would recommend that you take a look. I also found another fine speciality retail gem that has not been mentioned here - PLCE. Let me know what you think, folks.

For the .com crowd, not sure if this is the right thread, but what the heck, I have wavered into technology land, but only for companies with reasonable valuations and profitability. Bought more TNL today and still happy with my SBSE recent purchases.

quote.yahoo.com

marketguide.com



To: TwoBear who wrote (10086)3/1/2000 1:09:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 78661
 
Fast food stocks on the whole are down, and I can't figure out a justification for such beatings. Seems like most are steady growers. Heck, even MCD is starting to look good again. Jack in the Box and YUM are trading at EV/EBITDA ratios under 4 while their businesses are on firm growth tracks. I own a whole lot of YUM personally. In some other accounts I had forgotten to buy it, and I took advantage of the recent dive to add it.