Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bruwin who wrote (21500)	6/19/2005 7:27:20 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78666

OXY, HANS or JLG. HANS might be okay because it delivers results. But it also could be too late to buy for value investors with its psr =4, p/bk = 13x, imo. And it's a gnat among giants. Pepsi/KO/Cott decide to enter its niche, especially if that niche grows (which the high p/e suggests), HANS business and p/e will suffer - imo. JLG still has poor roa numbers, poor profit margins. The stock is selling at multi-year highs. Business is good for the company as construction market booms. Little late for a value investor to establish a position at this point. Again, imo. OXY is a buy at current price. Imo. I continue to add to my position.

To: bruwin who wrote (21500)	6/19/2005 7:33:04 PM
From: cfimx	Respond to of 78666

hmmmm did you look at the cash flow statement at all? I spent five minutes at yahoo and if you did too you would see a company that has increased its FREE CASH FLOW on a gross and per share basis for the years 2002 thru 2004. FCF is what matters, not text book financial "ratios" based on EPS that mean next to nothing. You will also see a company that has paid out more in dividends each year, bought back $1.5b of stock in 04 alone, and over the years of 2002 to 2004 actually paid down about half a billion $$ in debt. These are the things that Really matter to shareholders. These are signs of a business that is very healthy indeed.