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

To: Spekulatius who wrote (21522)	6/23/2005 10:07:26 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78594

Portfolio update - UACL. Trucking company. botched IP at 20$, i presume that the market after a while didn't like that the former owners walked away with most of the IPO proceeds via a 50M$ extra dividend. On the positive side, UACL's business has been growing and the company is debt free. Contrary to ABFS, UACL does not most of the trucks itself b ut facilitates the jobs and the logistics which may help to reduce the costs and stay profitable in a downturn, but also may hurt when drivers are scarce. finance.yahoo.com

To: Spekulatius who wrote (21522)	6/23/2005 5:37:39 PM
From: bruwin	Read Replies (1) \| Respond to of 78594

Well, in my opinion TWIN is certainly undervalued with its P/E at just under 10. Its competitors seem to operate between about 14 and 22. But more importantly, a far as I'm concerned, is what its P/E should be, based on a combination of its Dividend Cover and best market interest rate. Using this info I get TWIN's P/E to be +/- 16. All we need now is to see TWIN improve its Turnover on a regular basis. Unfortunately it's much the same as it was 4 Quarters, and also 4 years, ago. It certainly has a nice Divided Yield of 3.2%. Hopefully it won't be a "sleeper" for much longer !