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


To: Mark Marcellus who wrote (18273)12/27/2003 2:48:06 PM
From: cfimx  Respond to of 78525
 
facset has a nice recurring revenue business, albeit a cyclical one. I wouldn't be "buying" the investment management business, I would be selling it, however. A good rule of thumb I've learned is don't pay over 20 times ADJ (options etc) earnings for ANY company..sure you'll miss out on some home runs but its a discipline that will serve you well in THIS environment...

Here's two for next year...atac and farm...the ice may be starting to break at farm...