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


To: Paul Senior who wrote (21571)11/14/2005 3:13:33 PM
From: Paul Senior  Respond to of 78666
 
Fwiw, I'll stop adding to my small position in Toyota at this point and instead begin building up stub position in auto retailer SAH.

I like p/sales number, price/stated book (1.1), the small dividend yield, forward p/e. D/e is high though. (which is typical for these companies apparently)

I view TM as a possible Japanese growth stock and SAH as somewhat more value (at current prices) with its product and geographical diversity, and business model not relying entirely on new car sales.

finance.yahoo.com