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

To: Paul Senior who wrote (16293)1/28/2003 3:20:39 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78482
 
Paul,

DOV - still a bit high to me if forward ROE 15% is considered. If you expect higher ROE, it's a buy.

I have couple things on my buy list, but am waiting to pull a plug. One of them was recommended by you here. :-)

Jurgis



To: Paul Senior who wrote (16293)1/28/2003 10:57:58 PM
From: James Clarke  Read Replies (2) | Respond to of 78482
 
Paul - read the last five years of Dover shareholder letters and I don't think you'll have any trouble justifying it as a value stock. You're looking at trough earnings now, so its not low P/E or anything like that, but just look at the history of free cash flow and what they do with it. One of the best managed companies I know of.


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