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

To: Grommit who wrote (12690)	7/3/2001 12:58:35 PM
From: Paul Senior	Respond to of 78498

Grommit, okay, joining you today with JBX; I've started a small position. It's still not very cheap on p/e and p/sales, imo. But they are cutting debt, have a very good ROE, and over past few years have increased sales. I don't know how they do all this in such a competitive environment, but they do. Or they seem to anyway. Imo, worth a small bet for people who would try to have a 12 month or more holding-period expectation and who maintain a well-diversified portfolio.

To: Grommit who wrote (12690)	10/1/2001 11:48:50 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78498

Grommit: Today's whack on JBX looks a bit overdone...what are your current thoughts? I find it a bit strange to point to WTC for expected fall off in 02 earnings. Would think they'd benefit from a shift from pricier venues. Recent DSO's look up a bit too...perhaps related to some franchise activities...[who finances a hamburger?] <<Jack in the Box lowers outlook, cites attacks SAN DIEGO, Oct 1 (Reuters) - Fast food chain Jack in the Box Inc. (NYSE:JBX - news) on Monday lowered its earnings guidance for the fourth quarter and for fiscal 2002, citing economic uncertainty and a decline in sales following the attacks on the World Trade Center and the Pentagon. The company said it now expects fourth quarter earnings of 49 cents a share, down from previous guidance of 53 cents to 57 cents. Sales at stores open at least a year are expected to grow 3.3 percent in the quarter, it said. For all of 2001, the company said it expects earnings of $2.10 per share, down from previous guidance of $2.16. The company said it expects a 5 percent earnings growth rate in 2002, and earnings of $2.18 a share. Analysts on average have forecast 2002 earnings of $2.46 a share, according to market research firm Thomson Financial/First Call>> quote.yahoo.com No position...just tire kicking so far.