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


To: James Clarke who wrote (10166)3/11/2000 3:59:00 PM
From: Gary105  Read Replies (3) | Respond to of 78526
 
any thoughts on DL and PG? is it time to bottom fish?



To: James Clarke who wrote (10166)3/11/2000 6:11:00 PM
From: cfimx  Read Replies (1) | Respond to of 78526
 
Don't know PCAR very well but I know there are scores of similar neat little industrial companies in the same boat. I have heard that Meritor, a supplier to PCAR no doubt, has a very savvy management team. It's also cheap. Forbes did a write up on the company a couple of months ago. I tried to search their site but it really sucks. I couldn't find it.