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


To: Paul Senior who wrote (13408)12/4/2001 4:14:40 PM
From: doug5y  Respond to of 79000
 
Don't know if I'm still "...on this thread.." as I've not posted for a while, though I check it every day.

I've held JBX since around the spring of 2000, when MB was talking about it.

-dn



To: Paul Senior who wrote (13408)12/4/2001 11:03:47 PM
From: Spekulatius  Read Replies (1) | Respond to of 79000
 
I did buy a second third in NVS yesterday at a target price of <35$. NVS looks like the best bet in the drug sector valuation wise. I am also watching BMY - looking to buy a little over 50$.



To: Paul Senior who wrote (13408)12/5/2001 7:57:21 AM
From: Madharry  Read Replies (2) | Respond to of 79000
 
Since you mentioned restaurant stocks- has anyone here ever looked at Mcdonald's? I wonder what the value of the real estate owned is relative to the company's enterprise value?



To: Paul Senior who wrote (13408)12/5/2001 12:02:35 PM
From: Bob Rudd  Read Replies (1) | Respond to of 79000
 
MAXS, an old Jim Clark fav: I just added to my position today @13.51. It's pychologically difficult for me to pay a higher price than may original cost [8.89 in Aug of 99], but with EV/EBITDA of 3.3, it's hard to find comparable values. post.messages.yahoo.com