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


To: - with a K who wrote (428)3/2/2004 2:17:17 PM
From: The Philosopher  Read Replies (5) | Respond to of 469
 
What do you think about ACS?

Growth has been strong and reasonably steady, market seems to have lots of room for improvement, last quarter's results were down a bit, but because of some restructuring, should go back up to historical growth by next quarter or two. PEs are a bit high but even if you drop them down, it's in the buy zone for me.

Their problems in Georgia seem to be settled.

Looks good to me. What do you think?