SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (16879)4/18/2003 1:14:09 AM
From: Paul Senior  Read Replies (2) | Respond to of 78516
 
I'm looking at HPQ now. Anybody else see this as a possible value stock now? P/sales relatively low, price not too high compared to stated book value. They have a lot of cash according to Yahoo. D/e doesn't look too onerous.

yahoo.marketguide.com



To: Paul Senior who wrote (16879)4/23/2003 11:22:53 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78516
 
Paul,

EFDS - not interested: short history, low ROE.

SBC looks attractive, but the executive compensation is a bit excessive. Additionally, debt/equity is a bit high and I have not looked for any other issues: options (I think this is a concern), pension plans, etc.

Jurgis - sell high, buy low, or was it the other way round?