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


To: LauA who wrote (16869)4/16/2003 5:43:17 PM
From: Paul Senior  Read Replies (2) | Respond to of 78525
 
Catalina Marketing looks okay to me. Still a little pricey maybe(??) But good numbers predominate - profit margins, ROE, etc. Seems to me to be a GAARP stock: at today's price you get a reasonable p/e based on next year's avg. consensus estimate.

JMO. Not that I'm doing well with my selection here: I have VCI. VCI create those inserts (ads) that fall out of Sunday's newspaper. VCI's recently been losing market share to its chief competitor, and VCI earnings and stock have declined accordingly.

Paul Senior