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

To: Gary105 who wrote (10168)	3/11/2000 4:48:00 PM
From: blankmind	Respond to of 78525

pg with a p/e of 22 and yield of 2.2% vs dl with a p/e of 12 and yield of 2.2% futher dl 1/4 of its current 52 week high and pg 1/2 its 52 week high. over at least the next 3-6 months, i would suspect dl is okay at the current price with little downside risk and pg still has room to move down.

To: Gary105 who wrote (10168)	3/11/2000 6:05:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78525

PG is still 10-15 points away from getting interesting to me, and as for DL I'd rather add to Sara Lee at current prices.

To: Gary105 who wrote (10168)	4/17/2000 5:37:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Gary G. You have been right about Dial (DL), and I have been wrong. You (and blankmind) apparently liked DL after the PG debacle, at about Dial's lows last month (@10 1/2). It's now about 14 1/2. So a nice percentage gain there. Congrats. (aide: -g- although you DO lose points - at least with me - if you didn't actually buy the thing ---your posts here never directly stated that you recommended buying, or had bought.) I had chosen Alberto-Culver, also in the same industry (imo) and also near its lows, as a better buy than DL. It too moved up, but not as much, percentagewise, as DL. I am taking profits in ACV today, closing position, and moving on. Paul Senior