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

To: Sepster who wrote (18163)	12/10/2003 1:13:47 AM
From: Spekulatius	Respond to of 78715

PLMD -or am I missing something Hmm, FBI investigation, cash flow seems to be shrinking, advertising costs are capitalized (intangible assets have increased by 12M$ during the last 9 month), shareholder lawsuits were among the few issues I have found after 5 minutes of research.

To: Sepster who wrote (18163)	12/10/2003 3:37:07 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78715

PLMD has at least a couple of good things about it. It apparently has a good history of showing high profit margins, and I see a generally improving ROE - a figure now up to 22%, according to Yahoo. They are proud of their strong cash flow, and mention in their latest quarterly the benefits of that good cash flow - "infrastructure improvements, increased liquidity" and increased dividend. If it's lawsuits against management that have dropped the price of the stock, eventually they might be resolved satisfactorily I'd guess; meanwhile I'd expect the company to continue its good sales and earnings performance. Given PLMD's good margins, good ROE, low d/e and a relatively low p/e (p/e is under 12, and in many past years it's averaged higher), I'd say the stock could be a buy at this point for patient investors who maintain a diversified portfolio. Of course that's just MY opinion based on a quick look. (And I'm wrong many, many times.) May I ask what attracted YOU to buy PLMD? Paul Senior Welcome to the thread, Sepster.