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

To: Paul Senior who wrote (22231)	10/11/2005 4:19:29 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78530

Paul, Sometime ago you mentioned LBY. Do you have any insight into the company as the price continues to drop? It seems to be attractive from valuation standpoint, but I worry about somewhat high debt load. Any insight would be helpful. Glassware Jurgis

To: Paul Senior who wrote (22231)	10/11/2005 11:25:06 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78530

re PERY. i don't like the stock after a customary look. High debt load is the main detractor. PERY's interest expenses are growing rapidly and could become anb issue with higher overall rates or deteriorating credit ratings. I don't think their brands are strong and I don't see how they can position themselves against low cost competition. HELE - their weak execution and cash flow generation was masked a while by acquisitions which foreshadowed the current weak results. FWIW - during the last 2 years the junkiest and highest leveraged companies often had the best returns. I believe that going forward, things will be different and quality will win.

To: Paul Senior who wrote (22231)	10/12/2005 9:11:18 AM
From: Grommit	Read Replies (1) \| Respond to of 78530

PERY, HELE, XEC -- I followed PERY since I owned it May thru August 31. Even though it's kind of a slow growth story, I want to buy it back. Quality company with a fair PE. finance.yahoo.com My latest buy (throughout Sept) was XEC. A natural gas game. I don't think it possible to lose on this one. unless there are government windfall taxes or price controls. Nat Gas prices will not be going down this winter. A lot of industry experts are saying $20 per MMBTU. 321energy.com wtrg.com It is believed by industry insiders such as Chesapeake Energy, the nation's third largest independent producer of natural gas in the United States, that the market is currently experiencing a false sense of security, which is common in September and October as these are typically months with low demand for natural gas. As Aubrey McClendon, CEO of Chesapeake Energy, explains, "There is no physical shortage today since we are just putting gas in storage. However, we are going to go into wintertime with our lowest amount of storage in three years. Offsetting that you have very high gas prices right now and the question the market is searching for is -- have we forced enough conservation to offset the supply losses? Our view is that we have likely not done this, and now we are all in the hands of Mother Nature." try googling "natrual gas shortage" or something. HELE -- I haven't owned it for years. The CEO is a greedy crook. grommit