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

To: Paul Senior who wrote (14525)	5/24/2002 2:55:28 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78714

fwiw, closing my position in CEY. This was the spin off from EFX, a stock discussed here (and on Buffettology thread). At 12x book and more than 3x sales, it's become too expensive for me. Looks like the company will have good growth based on many analysts' recommendations and expectations. I've also cut back my EFX position today by 1/3. Also fwiw, I sold most of my ZMH today. This was the spin off from BMY. Zimmer really looks strong, especially with some good news out today. ZMH makes orthopedic reconstructive implants and seems to be the dominant player in some of its markets. The stock seems very reflective of all that though with a price 50x book, 6x sales, and 41x earnings/sh. finance.yahoo.com