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

To: Stewart Whitman who wrote (19290)	6/16/2004 1:50:54 AM
From: Paul Senior	Respond to of 78850

Thanks again. I have a couple of stocks on that list - UAG and OMM (which I've added to recently). ------------ HBG looks interesting to me. It's comparable to giant MMC on some measures: finance.yahoo.com Both companies though may be under pressure due to Eliot Spitzer's probe into "contingent commissions" which are fees these brokers collect from insurers. Too tough for me to figure what the result Mr. Spitzer might have on business practices of these companies, so I'll avoid the sector for now.

To: Stewart Whitman who wrote (19290)	6/16/2004 9:28:14 AM
From: Stewart Whitman	Respond to of 78850

Interesting, with my scanner, I get UAG as a 5, mainly because the financial leverage, current ratio, and gross margin are the equal to the previous years. UAG: Positive Net Income... yes (Net Income Positive) Positive Cash Flow... yes (Cash Flow Positive) Earnings Quality... yes (Cash Flow greater than Net Income) Decreasing Debt... no (Financial Leverage Decreasing) Increasing Working Capital... no (Current Ratio Increasing) Improving Productivity... yes (Asset Turnover Increasing) Growing Profitability... yes (ROA Increasing) Not Issuing Stock... no (Shares Outstanding Decreasing) Competitive Position... no (Gross Profit Margin Expanding) 5 Points OMM: Positive Net Income... yes (Net Income Positive) Positive Cash Flow... yes (Cash Flow Positive) Earnings Quality... yes (Cash Flow greater than Net Income) Decreasing Debt... yes (Financial Leverage Decreasing) Increasing Working Capital... yes (Current Ratio Increasing) Improving Productivity... yes (Asset Turnover Increasing) Growing Profitability... yes (ROA Increasing) Not Issuing Stock... no (Shares Outstanding Decreasing) Competitive Position... yes (Gross Profit Margin Expanding) 8 Points