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To: Shack who wrote (32200)2/26/2002 12:04:17 AM
From: NOW  Respond to of 209892
 
Roach sees deflationary forces:
morganstanley.com



To: Shack who wrote (32200)2/26/2002 12:36:28 AM
From: UnBelievable  Read Replies (1) | Respond to of 209892
 
Whats Your Problem?

You think DIS shouldn't have a PE of 148

EK 121, HD 43, PG 42. Or just because they have a few problems is no reason that JPM is too high at 32

Its not like they have those high valuations such as INTC 165

I guess you just will never be a value investor.

Those PE's are from e-signal and I think they are still based on GAAP numbers. You must know that GAAP numbers under state earning so I bet on a pro forma basis the stocks are even more attractive. <gg>