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

To: Grommit who wrote (18628)	2/5/2004 3:34:03 PM
From: - with a K	Respond to of 78516

Cramer has something to say about YELL, but I don't have a subscription. (I'm also curious what he said about Cendant today (CD) if anybody can paraphrase it. Thanks.) - K Time to Make a Stand on Yellow Thursday February 5, 3:12 pm ET By James J. Cramer, RealMoney Columnist Everyone hates Yellow (NasdaqNM:YELL - News) now that its merger with Roadway (ROAD - News) seems so wrong. People have been saying that Yellow management is stupid or corrupt or incapable. To which I say, "Give me a break." I think that Bill Zollars is one of the finest and smartest executives around. I think that the Roadway people messed up and that Zollars has been paying for it ever since. This article continues for RealCommentary Gold subscribers.

To: Grommit who wrote (18628)	2/5/2004 9:12:33 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78516

Re Yell: well at least the Roadway division did loose market share the last quarter. I am not sure if this can be fixed easily. YELL is certainly inexpensive at about 10x earnings. From the competitors i like Overnite (OVNT) the most, it's a recent IPO so the operating history is fairly short. It trades at a P/E of 13 and is non-union. I will watch both stocks for now, I am not in a hurry to be too aggressive right now. Uhhg. Should have waited covering the BPT short a little longer :-(.