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

To: Paul Senior who wrote (15667)	10/18/2002 11:03:42 AM
From: sjemmeri	Respond to of 78516

Paul, Likely the only reason you have more bk companies is that you own more stocks than most (maybe all) of us. The proportion is probably the same or close. That's not to say zero debt companies might not be better investments - although I've seen nothing but anecdotal evidence on the topic. Last year, I tracked 2 portfolios of stocks that otherwise met an O'Shaughnessy screen. I was expecting to prove to myself that a low debt to equity parameter would improve the screen. Unfortunately, the opposite happened. Maybe it was just a coincidence - no statistical significance?. Maybe it doesn't help in conjunction with the other parameters of the screen (low P/S and high relative strength)? Maybe the dropping interest rate environment was good for the high debt companies? Maybe low debt doesn't matter but zero debt does? More questions than answers. steve

To: Paul Senior who wrote (15667)	10/18/2002 8:46:52 PM
From: Spekulatius	Respond to of 78516

Here are some profitable stocks with lot's of cash and fairly attractive valuations I am currently contemplating: CLS - contract manufacturer, positive cash flow 8$/share in cash SFA - cable set top manufacturer, positive cash flow 4.7$/share in cash AFCI, telecom, 11$/cash, positive earnings & cash flow I am not sure if these companies offer above average upside but I think their financial state and protect on the downside and this is very important in this market. I may wait for a 10% retreat on all these candidates before jumping in.