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

To: Wallace Rivers who wrote (19554)	8/16/2004 2:46:01 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 78636

The guess speaker on Nightly business news on Friday recommended SYY. I took a quick look at it. Not much book value, and trading at a non-bargain PE. I believe something like 20. A modest dividend. Might be okay to own, but does not seem a bargain price.

To: Wallace Rivers who wrote (19554)	10/7/2004 3:10:22 AM
From: Paul Senior	Respond to of 78636

I keep looking at SYY and keep passing. Big free cashflow numbers according to Yahoo. Company dominates the food distribution business, I am guessing. P/book is small compared to stock price, and book value doesn't seem like it's growing much; dividend yield is small too. So where's all their money going if it's not going out to shareholders (dividend) or back into the business (increase book value)? (D/e ratio doesn't seem to have improved much.) Some discovery required(?); I leave that to others. Stock just does not seem low enough at this point to attract me: finance.yahoo.com Competitor PFGC looks better on some measures (p/sales, p/book) finance.yahoo.com