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: Wallace Rivers who wrote (13057)	9/10/2001 8:42:54 PM
From: cfimx	Read Replies (2) \| Respond to of 78595

I'm seeing a lot of these shoestring-less thingys that are very sleek, almost like slippers. I think a lot of them are Nike. They also tend to be Bluish, deep blues. I think the Brown shoe thing is going out.

To: Wallace Rivers who wrote (13057)	9/10/2001 11:34:40 PM
From: Paul Senior	Respond to of 78595

KLM, others: I like KLM's dominant position in Schiphol Airport. I am betting that this airline is important to Dutch business and that the Dutch government will not idly watch KLM's demise. KLM's revenues haven't been growing. But in past good years it's earned $4-$5 dollars per share. I will bet those good years might return if: Business travel, cut by a world-wide recession, picks up. Business travel, permanently reduced by video-conferencing, is offset by KLM (and other airlines') emphasis on tourist travel and on shipping (cargo). KLM has plenty of people, cash (!), planes, offices, routes etc. to be able to figure out a way to adapt to current realities and re-allocate capital. That's imo. (I claim no expertise though, although I've followed the stock for 5-6 years.) Here's how KLM long term debt/eq compares to some other airline stocks I'm following (figures per Yahoo): KLM: 1.88 ALK: 0.83 AMR: 1.15 BAB: 3.19 DAL: 1.36 MAIR: 0.00 (Mike Burry pick) UAL: 1.59 KLM is approaching 12 year lows: finance.yahoo.com I say the stock price is too low. But it keeps getting lower every day. That is scary. Still, I'm playing catch-the-falling knife here. Missed getting more at my price on Friday and missed my lowered price today. (I like to be diversified among airline stocks too, and I am holding on to positions in other beat down airline stocks and looking for better times for them all in 2002.) -------- I wrongly dismissed BA when it was discussed here in low 30's: finance.yahoo.com To me, although the stock has come down, it's still too pricey now. Maybe on watch list though looking for a 10% further drop might be do-able. I wrongly believed TBL was too expensive when Mike Burry (and Jim Clarke? et. al.) began buying it here at lower prices. I've no opinion on TBL now, but I am holding on to my MAXS and SCNYB shares. I'm also holding on to clothiers such as PERY and ZQK (although ZQK dropped sharply - oops - after an earnings warning). jmo, Paul S.