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

To: Wallace Rivers who wrote (13324)	11/13/2001 6:59:33 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78748

<<any thoughts on the autos? Probably, my favorite one from a risk/reward standpoint would be F>>I haven't studied the sector deeply, but would be concerned about a move away from large SUV's and luxury trucks that have powered profitability. This would be a secular, rather than cyclical change that is on the forefront of industry concerns. In an interview Ioccoca called the lifecycle long in the tooth on these. The recent gas spike would be a catalyst. I have no evidence to support this and could be quite wrong.

To: Wallace Rivers who wrote (13324)	11/14/2001 3:10:08 AM
From: blankmind	Read Replies (1) \| Respond to of 78748

- on ALL - it's great stock - but their profits & p/e are trendign down due to pricing softness

To: Wallace Rivers who wrote (13324)	11/15/2001 8:38:09 PM
From: Paul Senior	Respond to of 78748

Wallace Rivers: re: autos, SNDK, ALL I don't like either F or GM at current price. I'm considering moving Nissan back to my watch list. finance.yahoo.com I keep reviewing SNDK. I'm glad I'm out at higher levels, and sorry to have ridden it down from even much higher prices than that. Stock now seems fairly valued to me. Maybe even overvalued. I see news from Comdex that camera sales are down -- SNDK might be - dare I say it on the value thread? - a short sale at current price. I'm holding on to my small position in ALL. I keep considering adding here, but I find other insurance co's at prices that look better to me. ALL is so strong - in spite of questionable management - that in good times and imo, the stock could sell close to 2x book. (That'd be 48, up from today's 32. Plus book value keeps growing.) jmo, and I've been wrong many, many times