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


To: Dale Baker who wrote (15755)11/6/2002 2:21:31 PM
From: Paul Senior  Read Replies (3) | Respond to of 78666
 
I'll start positions in GPI and UAG, and I'll put AN and SAH on my watch list. Multi-franchise car dealerships. Low p/b, low p/e. Question is, are these earnings sustainable or are they not? As with home builders, market says no. At current prices, and looking in the rear-view mirror at these companies' performance, I will nibble here.

finance.yahoo.com



To: Dale Baker who wrote (15755)11/8/2002 12:16:43 AM
From: Madharry  Respond to of 78666
 
Looks like that downleg in THC is coming fast and furious-
CFO and COO both resign/retire, the company is facing a medicare audit, and the ceo is reassessing previous mid teen growth forcasts. the article said stock was down 30% in afterhours.



To: Dale Baker who wrote (15755)11/11/2002 1:28:13 AM
From: Madharry  Read Replies (1) | Respond to of 78666
 
I Just noticed how acute a sense of timing some of those insiders have- Mr Mackey the COO of THC exercised his options and sold 277,000 shares on October 4th, leaving him with a balance of 15,000 shares. I am sure he had no clue about the medicare audits.