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


To: Paul Senior who wrote (15853)3/7/2003 5:41:31 PM
From: Paul Senior  Respond to of 78486
 
Looks like I was too impatient regarding JAKK and bought too soon. (Time will tell if I shouldn't have been buying it at all.) Anyway, I've added a bit to my position today as stock approaches its low for the past 12 months.

I like:
diversity of product
aggressive management
low expected p/e
low price/book
growing book value
no ltd (per Yahoo)
unlike other toy co's, sales aren't as dependent on Christmas season

I'm neutral about ROE, p/sales

I don't like:
overly compensated management?
book value is comprised of acquisitions