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

To: Grommit who wrote (19932)	10/22/2004 12:35:11 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78589

OVNT: My opinion, take some off the table if you've not done so already. I did. My shares in taxable account; I'll try to hold remaining shares until next Feb. for a one-year holding. I don't expect a down-turn in the economy; I expect the good trucking stocks to get even stronger compared to competitors. OTOH, some of these companies' stocks are showing very high p/bk. p/e, imo. - e.g. HTLD, my favorite strong trucker in terms of business performance. (I continue to hold my shares.) Back on that other hand, we need to be careful what we're talking about here (not that I'm one who knows the business or that I'm careful -g-): the less-than-truckload sector like ABFS, YELL, USFC does sell for lower p/sales & p/book than does the truckload sector which has components such as HTLD, JBHT, WERN. Grommit, this is all jmo. I'm no expert here, and I could be very, very wrong about my outlook for the sector or any particular stock. ------ Very sorry I missed BDK. Nice call.