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Strategies & Market Trends : Dow Dogs, Foolish Four and other market-beating strategies -- Ignore unavailable to you. Want to Upgrade?

To: llackey who wrote (42)	3/4/2002 10:58:33 AM
From: Paul Shread	Read Replies (1) \| Respond to of 82

Just noticed the Buffett Value, Lee. Is that the fair value share price as measured by that balance sheet calculation (as opposed to some sort of a rating system)? Thanks. Paul

To: llackey who wrote (42)	3/11/2002 12:43:12 AM
From: llackey	Respond to of 82

Current list of all S&P MidCap 400 stocks under either 10 Yr downside or 5 Yr downside targets based on the method outlined in "Trouncing The Dow". Sorted by Price/10 Yr downside target. Column headings are explained at Message 17075366 Price 10Yr 10Yr Price/ 5Yr 5Yr Price/ 04-06 04-06 EPS Buffett Ticker Update 3/8 Down Up 10YDwn Down Up 5Y Dwn Down Up Growth Value Ind. Name BRL 1/25 69.9 105.00 247.08 -33% 84.41 205.57 -17% 133.44 314.00 70% 92.98 DRUG Barr Laboratories TDS 1/4 88.85 125.39 206.16 -29% N/A N/A N/A 203.83 335.12 13% 58.77 TELESERV Telephone & Data Systems TSN 2/8 12.74 17.94 27.76 -29% 20.62 33.42 -38% 35.83 55.44 164% 20.18 FOODPROC Tyson Foods PHSY 12/28 16.95 22.78 52.29 -26% 22.19 58.45 -24% 31.92 73.27 100% 67.54 MEDSERV PacifiCare Health Sys IVX 1/25 17.57 23.56 53.11 -25% 23.57 61.85 -25% 37.89 85.41 15% 21.93 DRUG IVAX Corp. UCU 1/4 23.99 31.71 44.36 -24% 27.69 43.10 -13% 43.14 60.35 23% 69.30 UTILCENT UtiliCorp United PZZA 12/14 27.27 36.02 66.62 -24% 29.27 53.37 -7% 49.56 91.66 4% 39.47 RESTRNT Papa John's Int'l. SRP 2/15 16.55 21.63 28.60 -23% 27.42 39.17 -40% 25.96 34.32 525% -26.32 UTILWEST Sierra Pacific Resources (New) WEC 1/4 24.68 31.93 40.70 -23% 34.42 46.85 -28% 37.01 47.17 22% 0.00 UTILCENT Wisconsin Energy OHP 12/28 38.55 48.09 113.65 -20% N/A N/A N/A 56.77 134.18 6% 59.65 MEDSERV Oxford Health Plans CPRT 12/14 17.14 20.70 48.11 -17% 18.93 45.99 -9% 35.65 82.87 22% -0.88 INDUSRV Copart, Inc. YRK 2/1 35 42.10 63.47 -17% 34.03 58.92 3% 68.36 103.05 22% 62.28 MACHINE York International BKS 2/15 31.75 38.00 74.56 -16% 30.07 64.66 6% 66.09 129.67 88% N/A RETAILSP Barnes & Noble SY 3/1 18.49 21.67 47.54 -15% N/A N/A N/A 35.14 77.10 203% 25.44 SOFTWARE Sybase Inc. LNT 1/4 29.93 34.33 42.80 -13% 34.80 45.09 -14% 37.45 46.68 21% 0.88 UTILCENT Alliant Energy POM 3/8 22.56 25.65 33.47 -12% 24.98 33.24 -10% 31.19 40.70 13% 32.46 UTILEAST Potomac Electric Power OSG 12/14 22.62 25.70 43.87 -12% 19.34 35.84 17% 63.86 108.99 -50% 21.05 MARITIME Overseas Shipholding Group OCR 1/4 23.42 25.80 51.32 -9% 22.94 46.76 2% 40.21 79.96 35% 28.07 DRUGSTOR Omnicare, Inc. ETS 1/18 4.97 5.41 13.70 -8% 10.63 44.35 -53% 7.98 20.19 -22% 8.77 COMPUTER Enterasys Networks PAS 2/8 14.2 15.25 21.94 -7% 19.59 31.14 -28% 19.02 27.38 64% 26.32 BEVERAGE PepsiAmericas, Inc. GSB 1/25 29.99 31.62 63.04 -5% 29.10 60.29 3% 40.40 80.53 21% N/A THRIFT Golden State Bancorp EQT 12/21 34.23 35.39 53.73 -3% 32.09 53.20 7% 48.11 73.03 13% 20.18 GASDIVRS Equitable Resources BTH 1/11 23.99 24.75 43.54 -3% 22.25 37.51 8% 33.06 58.15 2% 38.60 HOUSEPRD Blyth Inc. PRGO 1/25 11.29 11.62 22.94 -3% 11.30 22.02 0% 19.46 38.42 -5% 10.53 DRUG Perrigo Co. SSSS 2/1 17.32 17.63 33.67 -2% 17.86 39.46 -3% 52.42 100.07 -12% 14.91 MACHINE Stewart & Stevenson Services SCG 3/8 28.86 29.37 38.16 -2% 29.22 39.61 -1% 34.84 45.26 12% -4.39 UTILEAST SCANA Corp. (New) PSD 2/15 22.88 23.14 30.57 -1% 24.31 33.89 -6% 27.26 36.01 73% 27.19 UTILWEST Puget Energy, Inc. (Hldg. Co.) GXP 1/4 26.39 26.38 32.56 0% 27.63 33.97 -5% 30.82 38.04 19% 54.39 UTILCENT Great Plains Energy Inc. ATG 12/21 23.26 22.92 30.45 1% 23.45 31.81 -1% 29.30 38.93 -13% 21.05 GASDISTR AGL Resources Ltd. ROL 12/14 20.55 15.48 22.07 33% 31.56 46.67 -35% 23.10 32.93 25% 19.30 INDUSRV Rollins, Inc. CDN 3/1 23.91 16.04 38.25 49% 25.49 60.96 -6% 22.74 54.22 33% 25.44 SOFTWARE Cadence Design Systems ISCA 2/22 44.2 N/A N/A N/A 45.02 80.30 -2% N/A N/A 24% 35.96 RECREATE International Speedway AFCI 1/4 18.9 N/A N/A N/A 19.92 19.92 -5% N/A N/A 150% 2.63 TELEQUIP Advanced Fibre Communications Latest addition is Potomac Electric Power (POM), but it is in a merger with Conectiv which will affect benchmark values once the deal is complete. CREE which was -10% last week bounced out of the list by going up 18% last week. Benchmark Investing values for the Dow can be found at benchmarkinvesting.com. - Lee