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

To: Grommit who wrote (12128)	2/26/2001 1:34:24 PM
From: Paul Senior	Respond to of 78470

Thanks for that post, Grommit. Grommit, I've started a position in BTH today. This maker of candles and "potpurri" has a very good history of increasing sales and translating that into increasing EBIT, earnings, and book value. (LTD which seems manageable, has also increased over the years.) The stock's at a relatively low price, so BTH's p/sales and p/book are relatively low now also. At some point, I expect that revenue growth has to taper off. The key point for me though is that ROE is consistently very high (usually >20%). finance.yahoo.com I'd say that at current price BTH is a decent GARP play. ------------ Also, I've taken just an exploratory position in AVNT. Avant! Corporation is in the same chip design business as Cadence and Synopsis (imo, although I'm not industry knowledgeable). These latter two stocks have been profitable investments for people who bought when they were mentioned on this thread (aside: thanks for SNPS, 7/'00, cpabobp!). Two aspects of AVNT I don't like are: a lingering odor (imo) with CDN's lawsuit for software piracy against AVNT, and secondly that I'm coming a little late into AVNT because it's already also moved up quite a bit from its lows. Still, compared to CDN and SNPS, AVNT could be a bargain and GARP cheap at a p/e of 10 with 7 years of increasing revenues (but lots of stock issued for acquisitions),no LTD, and mostly increasing earnings. avanticorp.com

To: Grommit who wrote (12128)	2/28/2001 12:45:14 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78470

fwiw, I've started a position in DVI Inc (DVI). stocksheet.com Revenues have been up every year (I have only a six year history to review), and earnings have climbed higher most years. Since this is a medical equipment and medical receivables financing company, the debt/eq ratio is high. And that debt has marched higher every year. Shares outstanding have increased too. Furthermore, with an ROE roughly between 9-11, DVI is not, imo, a very profitable-wonderful business. P/sales and p/e are relatively low compared to past years. The stock is about midway in its 12 month trading range: I'm not compelled to call today's stock price a great buying opportunity. Still, given the company's past performance, and President Bush's desire to increase spending "for priorities like education, scientific research and Medicare", DVI might possibly (I am betting) extend its trend of increasing earnings. The fed's lowering of interest rates (affecting cost of money to DVI) might also help DVI's profits. Of significance to me, I notice that Baron Asset Fund and Liberty Acorn Fund are the two largest mutual fund shareholders in DVI. Paul S.

To: Grommit who wrote (12128)	2/28/2001 5:22:20 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78470

Apples and Oranges comparisons. Because I've got nothing better to do with my time right now: This thread's value portfolio: siliconinvestor.com The G&K thread portfolios: siliconinvestor.com siliconinvestor.com Purchase price (start) dates are not the same among stocks of the portfolios; proper time frames for comparisons are debatable (1, 2, 5, 10 years); and other issues. Still... I'd rather be here than there. -g- And for a 13 month update on that ever popular stock, INT, vs. the unknown QCOM: Message 12719236 finance.yahoo.com Another silly comparison. But again and still... I'm satisfied with my profitable INT holding, and when looking at QCOM, happy to have picked INT over it. Paul S.