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

To: CommanderCricket who wrote (21472)	6/16/2005 3:06:07 PM
From: puborectalis	Respond to of 78750

PCAR chairman Pigott states his company is worth at least $100/share

To: CommanderCricket who wrote (21472)	6/22/2005 5:34:52 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78750

Upped my few shares of SZE today. finance.yahoo.com I do like the water business, and have a few stocks in the sector, my latest previous addition being SWWC. Of the water stocks I've looked at recently, they are selling now at relatively high p/e multiples. At current prices and valuations, I wouldn't call the stocks in the sector value plays. SZE might (or might not) be an exception, perhaps because it's a French-based international conglomerate and because its business is not solely water related.

To: CommanderCricket who wrote (21472)	9/23/2005 2:55:15 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78750

Upped my few shares of SZE somewhat today. I expect company to do okay in coming years. Stock might be a laggard, but at this time, for me, company's business segments & geographic diversity and dividend may provide a small margin of safety while the stock adds a little balance to a portfolio if/as I build the position. Company has good roe, but price/book and debt are relatively high. finance.yahoo.com ----------- Have cut back on SWWC recently. If stock drops again on no adverse news, I'll reload. Fwiw, still holding my positions in SJW, CWT, and NWPX finance.yahoo.com