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

To: schzammm who wrote (22013)	9/13/2005 12:29:51 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78644

schzammm. OT: Katrina plays. Thanks for those ideas. These stocks all look pretty expensive to me. (I'm looking at Jacobs (JEC) as well as ITT and GVA.) I assume these are well-known likely beneficiaries, and the stocks have now been bid up. The dilemma is that if it's pretty assured that these companies will indeed be beneficiaries of government or private spending, then earnings going out several years should be very good, and the stocks just may continue to rise from their highs now as those good earnings and backlogs are reported and investors become comfortable of the certainty of the good times for these companies. I've taken a chance with a very small bet on RELM.ob. Looks like a small, profitable company that may or may not benefit from Katrina rebuilding. My preference is for these small, obscure, ancillary plays about which it's much more iffy if they will win government orders, but maybe - maybe - if they get them, it will help their bottom line and stock prices - and much more than that of the big guys of whom everyone already has high expectations. jmo, and I could be very wrong.