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

To: Dave who wrote (14677)	6/23/2002 8:35:37 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78753

I think we agree - I wouldn't call ALD a classic value stock either, I simply mentioned MCGC here because I think it is a safer bet without the controversy attached to ALD by the short report now. This thread is not just about orthodox, rigid, dogmatic value investing. There is an interesting circle of people here that swaps ideas about various sectors. When consulting firms were mentioned, I chimed in with my recent ACN buy thought none of the consulting firms are really value stocks in my mind. My favorite value stocks sell at near or less than book value with solid assets (plenty of cash) and a PE below their forward growth estimates, and preferably a trailing multiple beneath that estimate too. MAXF is my top holding, FWIW.