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


To: Paul Senior who wrote (16507)2/26/2003 9:53:05 PM
From: Spekulatius  Read Replies (2) | Respond to of 78705
 
Exploring LTD-
I have been looking for a retail value stock recently. One stock catching my interested is LTD, since the fool ran an article about it:
fool.com
The rationale:
PE around 10
cash: 3.7$/share
Value creating management: Spinoffs, stock buybacks
3.6% dividend yield

No position yet. I'll wait for tomorrow's earnings report to decide upon a position.



To: Paul Senior who wrote (16507)7/2/2003 12:03:58 PM
From: - with a K  Read Replies (1) | Respond to of 78705
 
Paul, CPRT looks like it was a good pick for you. It still looks interesting to me as a value play. What do you think?

- Kris

Forbes top gurus just issued their new buy list: "Ten Stocks For The Summer Of 2003."

The M100 did venture outside of metals, buying up shares in some auto-related businesses. The top pickers bought shares of Van Nuys, Calif.-based Superior Industries, which designs and manufactures motor vehicle parts for sale to original equipment manufacturers. The stock trades around $41, and its price-to-earnings ratio is 13 times trailing earnings. Their number one pick was Copart, a Fairfield, Calif.-based company, which provides vehicle suppliers with services to sell salvage vehicles through auctions to rebuilders. Copart saw its revenue rise 11% to $260 million for the nine months ending April 30 and its stock has been rising steadily to $10. Its price-to-earnings ratio is 16.