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

To: Shane M who wrote (21343)	5/19/2005 7:02:15 PM
From: Paul Senior	Respond to of 78507

Shoes/boots: Thanks. I'll look at it closer. P/bk of 2 seems relatively high (compared to other shoe companies), but some other numbers seem good at first glance. I've looked also briefly today at Wellco (GI boots, etc.) from today's new low's list. Timing of any future military contracts makes analysis of this stock difficult (for me). I may put WLC on my watch list. finance.yahoo.com

To: Shane M who wrote (21343)	11/30/2005 5:53:32 PM
From: Paul Senior	Respond to of 78507

Shane M. fwiw, closed out EFII position, moved some funds, just a little, into CPC, a stock you still own, I am guessing. A service business in a very competitive industry. I would have liked it more if they had more hard assets - like ownership of parking lots. Maybe the stock buyback can prop up earnings. If company can maintain its share of contract wins (which it should), I'll bet the stock might be valued higher in good times. Stock about $14, might go to $10 or below again on another surprise drop in earnings (2003); otoh, stock could also see $20 again, as it has so many times in past. I'll try to hold for 18 months to see. finance.yahoo.com