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


To: Paul Senior who wrote (14943)7/26/2002 7:31:13 AM
From: Dale Baker  Respond to of 78625
 
CJR was mentioned on my thread but I never owned it, according to my records and my increasingly addled memory:

Message 16144234



To: Paul Senior who wrote (14943)9/4/2002 5:19:23 PM
From: Paul Senior  Respond to of 78625
 
I'll start to build back my position in WES.

biz.yahoo.com

I've also added a bit to my small AVT position today.

finance.yahoo.com

For a distributor, AVT is starting to look reasonable to me at this price. (Competitor ARW still not at a buy point for me.)



To: Paul Senior who wrote (14943)2/24/2003 1:48:18 PM
From: Paul Senior  Respond to of 78625
 
Starting back in to EFX today with just a very small purchase.

Good business. Good profit margins. Good return on equity. (But equity is very small compared to stock price, and equity is not growing.) Lots of debt compared to equity.

If analysts are right about their earnings projections for EFX, it's now selling at about a 12+ p/e ratio (on those forward earnings).

biz.yahoo.com