Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brendan W who wrote (11347)	10/21/2000 6:22:10 PM
From: Tomato	Read Replies (2) \| Respond to of 78601

I also own SKO, as does Paul Senior. The debt is Baaa (he said, sheepishly [g]), I think. The Yahoo analysts research page, for what it's worth (which isn't much) has it as a 15% grower if I recall rightly. Yet the stock doesn't seem to want to stop going down. Is there much/any chance that it'll go bankrupt? If it doesn't, I can't see it not getting a higher p/e ratio, as it's p/e is less than 2 now, I think. I think their CEO was something like "Discount Retailer CEO of the Year" or some such lame thing, and they got a new CFO from the May Co. Doesn't seem to be a fly-by-night company. I guess I just don't get why the price continues to fall and what it'll take to get it to reverse course. Probably shouldn't have bought a falling knife, but a p/e of 2 was too (2) tempting (and I didn't know about the debt was B grade with some uneasiness by the rating agencies involved).

To: Brendan W who wrote (11347)	10/21/2000 7:22:52 PM
From: Paul Senior	Respond to of 78601

Brenden Watt. Thanks for sharing. I own some of the ones you've got, and I'm currently looking at others. I've got KM, OMX, PBY on my watch and consider list. (PBY has gotten some "mixed" comments here, and as a result, for now I've backed away from taking a stab at any in that sector.) I'm looking at CCK. I've lost money on TSG on OMX. (I taking my OMX tax loss selling this month.) I like those insurance stocks. I'm still holding UNUM and ALL. SAFC and esp. MNY -- and SPC! -- would've been terrific investments for me had I bought when they were discussed here. I took my profits in PETC before the buyout sorry to say. CCR I missed a few months back at 25, and I won't step up now. I'll look at SRV. (I took tax loss selling in STEI.) Nice move on RHI. I considered it when it was at lows also but lost courage to step in and buy. I'm holding on to all my reits and homebuilders and suppliers and distributors to the homebuilders. I'm a long-time fan of SVM. I'll relook at DL. It's been mentioned here before. I'm very interested in your PX - I own ARG and have owned BOX. I see the industrial gas business as both very competitive and very profitable (which likely is not possible, so I've probably not done enough homework -g-.) I like your logic point for owning PX. stocksheet.com Just looking at the performance of PX - lousy sales growth recently, but very good ROE (it was better in prior years), good earnings and dividend growth, relatively low p/book and p/e -- it is, imo, selling now at a very attractive price. I'll look further into it. Paul Senior

To: Brendan W who wrote (11347)	10/22/2000 2:30:25 PM
From: Bob Rudd	Respond to of 78601

Brendan...USG: I got back in during recent asbestos debacle with current average cost around 18.50 after having bought and sold profitably at far higher levels. Catalyst for improvement might be an estimate for asbestos risk coming in q4 or more likely q1. They stressed on CC that this risk is far different and more managable than OWC's due to the nature of product sold. I have, nevertheless, a low confidence level about this position because of asbestos uncertainty. [As an aside, I recently read a piece that distinguished risk from uncertainty by defining risk as a range of outcomes where probabilities could be reasonably assigned, uncertainty is more like not knowing what the hell going to happen...litigation risk tends to run towards the latter] Thanks for sharing your picks. Bob

To: Brendan W who wrote (11347)	11/17/2000 1:27:14 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78601

Brendan Watt, Grommit, others? Nice call on YUM. You're joined by Mr. Buffett now (as you may know), who's taken a 1% position. I looked at YUM about every time it's been discussed here and could not see the value and passed on it. And I still don't see the value one more time. Guess it's size (clout) of company and low price/ebitda or enterprise value stuff?? Lot of inside buying though since June '99, from 50 down to 28 range. (Stock is now about 33-34.) More sorry I missed Darden (DRI). I am more comfortable with their restaurants (Olive Garden) and historical performance than I am with YUM (which is inexplicable to me). (aside: not that being comfortable with a restaurant is in any way, imo, a determinant of investment success with the parent's stock.) DRI I have been monitoring and just watching it move away from me. And today also ILFO (Il Forniao), which I've been watching closely for an opportunity to reenter, has just popped today on a buyout offer. Nuts! Another miss has been CAKE (Cheesecake Factory) which I shoulda/coulda/dint buy a couple of times when it's been under 20. I'm still monitoring DAB --on that one I took losses in '99, and based on their past surprise earnings misses, I'm not so sure I'm willing to reenter. Meanwhile, I hold APPB (Applebee's) and BOBE (Bob Evans), both of which I've been taking profits on as they've moved up since posts on them here. I also have a small position in Landry's (LNY). Paul S. -g- who tries to avoid being a customer of any of the restaurants of any chain (except maybe Cheesecake Factory or Houston's once in a while)