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

To: Grommit who wrote (21238)	5/5/2005 8:25:53 AM
From: gcrispin	Respond to of 78918

Nice short term call on DECK. However, I see lots of UGG knockoffs in every knockoff store. I guess my question is how long can they rely on this fad for stable earnings in the future? DECK is a local company in the area I live and I remember how it traded in single digits for years after the TEVA popularity boom imploded. But here is a stock I would like you to comment on. It is DLLR. I listened to the CC last night. If you take out the one time charges, the stock looks cheap even in a sector that trades at a low PE. There is some question about FDIC regulation, but I still can't see why they trade lower than the group. Any ideas? BTW, I don't own it. But I'm tempted.

To: Grommit who wrote (21238)	5/5/2005 11:33:04 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78918

Nice calls there, Grommit! I'm with gcrispin on UGGs, so I'm not interested in DECK at current estimated p/e. RSTI, I am interested in - I started looking at it after you posted, but the stock just started moving up so quickly, that I'm suspecting I'm too late. Pediatrix looked reasonable given good margins, but not a bargain (imo). I couldn't see Mine Safety either. Anyway, I notice they're all up again today, with Mine Safety up 12.5% now ($42.13 up 4.68 on report of record earnings). You are doing great with these picks here short-term, Grommit! -------------------------