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

To: Paul Senior who wrote (19068)	4/9/2004 12:34:39 AM
From: TimbaBear	Respond to of 78515

Paul Haven't looked into SUP in detail yet, but it does appear to have nice margins with no debt. I see on the Yahoo "Profile" site that the Chairman, Louis Borick exercised $15.84M in stock options last year. Any thoughts? Cash flow yield seems to be approaching levels where I like to buy, but I'm not real keen on companies that are free with stock options. By the way, one that has been mentioned here before (and who's cash flow numbers I really like a lot) is now looking tasty from a Technical standpoint as well. I've added more to PMSI. Also finally took a decent position in SGDE, one that's been mentioned here for years. I'm a bit late to the party, but it still looks OK to me. Timba