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

To: Grommit who wrote (19455)	7/20/2004 3:18:45 PM
From: Paul Senior	Respond to of 78523

Grommit, I'll re-look at KWD. How about something a little more racy than KWD (as regards style)in that clothing sector - HOTT? finance.yahoo.com

To: Grommit who wrote (19455)	7/30/2004 12:48:10 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78523

Stocks you might like: ABC - pharma distribution, recent weakness due to Cardinal fallout. PE around 12 with a shot of growing earnings in the low double digits. ABC has lower operating cost than MCK and I believe maybe CAH as well. Viab: media powerhouse with strong FCF (Yield around 5%). Management overhaul has brought stock under pressure, but recent results show excellent execution nevertheless. Trading at the lower end of P/CF valuation ratio. WPI: generic and branded pharmaceutical company. Trading for 2x sales. PE around 14. Solid balance sheet. They had their ups and down before but always came back PRE: Reinsurance company. Historically has averaged 15% ROI over 10 years. Trading at 1.2x book value. Good recent earnings. TSM: The biggest and most profitable Semi foundry. Excellent balance sheet and high profitability. Clean accounting and low stock option expenses. The business is cyclical but growing. Excellent earnings report. Trading at around 12x earnings. All these stocks are trading near their 521 week lows.

To: Grommit who wrote (19455)	11/18/2004 5:09:18 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

I'll add a tiny amount to an exploratory position in TJX. Stock hasn't done much in past couple years although trend over years seems to be up: finance.yahoo.com Some things I like about TJX: High return on assets since '97 10% 5-year annual avg. sales increase $3.1B TJX stock (236M sh) retired since '97 Company is "confident in our ability to continue to provide value to our shareholders through both dividend payments and the share repurchase program". (from '03 annual) Capital Research and Management, and Ruane, Cunniff are top institutional holders. Sequoia Fund and Oakmark Equity and Income are mutual funds with positions (per Yahoo). So the boys of Graham Doddsville lend some credence. ------------------ I suspect company will continue do okay - get its share of the markets it's in. It appears to me that investors may have to be somewhat patient (18-24 months, maybe much longer) to capture any significant gains from this dull stock though. Jmo.