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

To: Brendan W who wrote (13121)	9/26/2001 5:09:20 PM
From: Dale Baker	Respond to of 78508

Check out FRSH too, selling around 10x this year's likely earnings and less than 10x 2002 PE if growth continues. Very lightly traded with a nasty spread most of the time, unfortunately.

To: Brendan W who wrote (13121)	9/28/2001 2:06:56 PM
From: Paul Senior	Read Replies (5) \| Respond to of 78508

Okay, Brendan Watt. Following you into SWY. I'll start a small position. With a relatively low p/e on next year's earnings and relatively low p/book and relatively low d/e, SWY is a decent bet (relatively -g-) to retest highs (50% upside) within a year or two. Maybe. I am getting tired though of following you into stocks or preceding you into the same stocks - always at at higher prices. (-g-) In this mini-rally, I'm sorry I've not been quick or astute enough to pick up stocks discussed here previously that I've had on my watch list. LHO, ABK, MBI, NBR come to mind. Likely all still good buys. But if the rally doesn't hold they will drop back (I am guessing), so I'm reluctant to step up.

To: Brendan W who wrote (13121)	10/2/2001 11:22:10 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78508

Brendan Watt: I'm passing for now on DCLK. It's on my watch list though. Added today to my losing position in VCLK. Cash component looks attractive to me. biz.yahoo.com

To: Brendan W who wrote (13121)	10/3/2001 11:39:55 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78508

Brendan Watt: Adding a bit to my losing position in IPG today. finance.yahoo.com I see that Robert Torray of the Torray Fund has a position. The man is a long term holder of stocks in a concentrated portfolio. And he has a very good record. He's going to look even better now I'd guess, since - from what I can see - he's been holding heavy positions in a couple of defense stocks since before 9/11. In a writeup of his fund in "Money: Special Report" (Fall,2001, p. 56), the reporter states, "...with a strong global brand, virtually no debt, and $1.60 in cash flow per share, Interpublic looks good to Torray..." That "no debt" part is wrong. IPG has plenty of debt. I haven't checked the cash flow number.