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

To: Scott Mc who wrote (16065)	1/4/2003 12:36:00 PM
From: Paul Senior	Respond to of 78567

Scott Mc: I looked at Lowe's. It seems to be the stronger company. For example, it appears to me to have generally increasing profit margins, whereas that's not so as I look at HD. Plus it's certainly the analyst darling now after HD's missteps. Still, HD has a lower p/e and lower p/sales number. And is the dominant player (so far, -g-) and sells at a five-year low. And it too has room to grow in the still-fragmented market. Therefore my choice. Also, fwiw and as I've alluded to before, I try not to look at stock selection within a sector where one pick is right or the best, and another is wrong or not as good. So it's possible to me that both HD and LOW could be good enough picks now. (Or neither be good enough picks.) For me, I'd want to see LOW drop more in price before I'd be a buyer. Paul Senior