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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: soar who wrote (402)	3/24/2003 5:58:53 PM
From: The Philosopher	Read Replies (1) \| Respond to of 469

Welcome! You're right, there aren't a lot of threads here dedicated to LTB&H. But though we be few, we are mighty in thought! Your favorites list has some excellent stocks on it. pfe is certainly a solid growth stock, and while the PE is too high, the long term prospects are good. jnj seems fully priced to me, but could be bought on dips. aig hasn't been in my scope, but a first look suggests it deserves a more careful evaluation. cah is another one I haven't looked at for a long time, and maybe should. cd I've been avoiding not because it's not potentially a good stock, but because I really don't know how to value it. You know my feelings on hd and low. lsi really would have to be bought, IMO, as a turnaround prospect, not on the basis of its current situation. If one is going to look at turnaround prospects in the high tech industry, I'm not sure it would be one of my favorites. I just don't know enough about its mangement to know whether they can pull it out. A few I am curious why you have on your list. Citigroup has been having hard times in its sales and earnings; for myself, I don't invest in such companies because of the difficulty predicting their future earnings growth. I'm curious why you put pre on your list; its earnings history is so erratic that I don't know how one has confidence in management's ability to run a steadily profitable company. all only has historic sales growth of about 4.4, and has had negative earnings growth for three years; is there a reason to think they can turn it around? I also like jnj, but in addition I do like some of the smaller niche players. I like bmet, but am waiting for it to come back to a more interesting price. Lncr is one of my favorites, though it's run up so nicely I'm not sure I would buy it at its present price--I picked it up in mid 2000 when it was down in the low teens. I like niche health care companies that do one or a few things well and are eating up the competition. We don't normally do such a quick survey of stocks here -- we tend to like deeper looks at individual stocks -- but I was intrigued enough by your list to want to take a few minutes to scan them for my own sake. I'll definitely be taking a longer look at aig, and will post any thoughts here. Again, welcome, and please do post your analyses. If the NAIC jargon we use tends to be confusing, please ask for clarification -- we don't mean to confuse, it's just useful shorthand for those who focus on the SSG (Stock Selection Guide) tools. A few you might want to consider as possible additions to your list. jci isn't exciting, but has weathered the economic slowdown quite well.