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

To: E_K_S who wrote (22281)	10/18/2005 12:35:09 PM
From: Paul Senior	Respond to of 78528

E_K_S: For wholesaler/manufacturer I only compare current p/sales ratio to past years. That could indicate NWL a buy now at its current relatively low ratio. However, NWL's not been able show profits on its sales, and if they've sold businesses in their restructuring (I'm not sure here), I don't know if they would be the ones with high p/sales or low p/sales. In other words, for NWL I'm not so sure that p/sales is an indicator of a possible buy-in point. I've been interested in NWL at $20 and below when it's occasionally been there - sorry I didn't have courage to step in at those times. (ref: discussions with Investor2) ------------- MRK looks good on financial numbers (certainly compared to past years). Lawsuits, possible pipeline or patent issues, etc. make me want to avoid this one. I have stub amounts of BMY and PFE - these companies' problems and stock performance (down, down) don't give me much faith for restarting a MRK position. For me, if I see more discussion by other value players that they are buying MRK, I might get some encouragement for a few shares for myself. I'm considering upping my stub holding of ABT if stock drops a couple points more. This company's problems don't seem to be as intractable as others (but I am only guessing), and I like the company's mix of pharma and med. supplies. Also, based on Yahoo forward p/e estimates, I am considering upping a position in SNY. Not a value buy, but fwiw, I've taken on a few shares today of medical device maker CYBX. This is based on somewhat positive discussion in Barron's of company insider buys, and that company has rejected couple of buyout offers. finance.yahoo.com

To: E_K_S who wrote (22281)	5/7/2008 7:33:32 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78528

In past, I failed to buy NWL as it's cycled through $20 a couple of times. I'll chance now that it's one more time of a cycle. I'm in for a few shares yesterday, and added a bit more today as stock has dropped. finance.yahoo.com Data is somewhat conflicting, but by one method I use, I calculate fair value p/e now at about 14-15. (Assuming profits hold up as they have in past few years.) Current p/e about 12 with 10 estimated (per Yahoo) for 12/09. Company's been profitable in each of the past ten years. Best growth (sales rev) seems behind it though. OTOH, the stock pays a 4% div yield to holders now.