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

To: Spekulatius who wrote (22015)	9/8/2005 10:59:18 PM
From: Paul Senior	Respond to of 78639

That one might work for me too based on metrics I like to use to evaluate.

To: Spekulatius who wrote (22015)	9/8/2005 11:27:41 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78639

OT: Aspiring dad? Not 100% sure what "aspiring dad" means but if you are saying your wife's pregnant with your first child, I offer my best wishes to the Spekulatius family!! Congratulations and I hope mother & child (and aspiring dad) are doing well. Paul S.

To: Spekulatius who wrote (22015)	9/9/2005 11:30:31 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78639

Spekulatius, I'll take a nibble at DIIB today. Agree w/you that p/e is low. Looking in rear view mirror, I calculate by one method that DIIB 'should' trade at a p/e of 12 (vs. about 8-9) and by another way that the top fair value price might be about $36/sh. vs. $29.65 current. Debt/eq. ratio looks a little high though. Points off for that. Also I'm not a fan of the furniture business because of rapid apparent domination by China. (All jmo, and I've been wrong many,many times-- on my assumptions, my 'should's and my use of formulas.)