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

To: Marc Fortier who wrote (21216)	5/1/2005 7:16:05 PM
From: Mark Marcellus	Respond to of 78958

I agree that WMT is becoming very interesting. One item that concerns me is the negative working capital. I understand that part of this is due to their outstanding cash conversion cycle, where the customer has often purchased an item before they have paid their supplier for it, but I still wonder. In particular, the accrued liabilities line on the balance sheet has me confused. It looks like it may reflect hedging activities, but I'm having trouble understanding how that all works. Unfortunately, my time is not my own until mid May, so I won't have a chance to investigate further until then.

To: Marc Fortier who wrote (21216)	5/2/2005 5:07:07 PM
From: Grommit	Read Replies (2) \| Respond to of 78958

I found a few value buys. I bought them all this morning. DECK. Nice price drop, heading back up now. PE 11-12. I bought a bunch at $21.61. finance.yahoo.com RSTI. lasers. PE 13. EPS growth low this yr, but what the heck. finance.yahoo.com PDX I was looking for more health industry. This was the best I could find. yahoo.investor.reuters.com MSA. Not real cheap. PE 16 on this year's EPS. A fair price. I like it better than LAKE. finance.yahoo.com ..................... PS WMT - yes, you are dreaming. I still cannot justify it. I like CLE better for retail.

To: Marc Fortier who wrote (21216)	8/24/2005 1:02:52 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78958

WMT at lows today. I'll add a few shares to my exploratory position. Metrics I'm looking at still look good. However, with gas prices affecting the company's transportation costs as well as the Wal-Mart customer, those metrics might be lagging indicators of what's happening or could happen to the business. And apparently, from the relatively low stock price and p/e, "what's happening" to the business going forward is not going to be good. finance.yahoo.com