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

To: Carey Thompson who wrote (23645)	3/26/2006 6:14:40 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78680

Carey Thompson, thanks for SWFT. I believe I'll pass on it. Lot going for the company - relatively low psr, low p/e - in addition to positives you mentioned. I've considered SWFT the long-time laggard in performance among LTL carriers. This is can be seen here in some of its numbers against its competitors: finance.yahoo.com Not that being a laggard is necessarily that bad when/if its sector rises. Sometimes, in some cases, the worst business performer shows the greatest percentage stock price appreciation compared to peers. It's bothersome to me though that the stock itself seems to cycle and is now closer to a cyclical high than a low, and that there are recent insider sales also. Further, in my particular case - which is that I have large bets on the oil sector - even though the truckers seem to be able to pass through fuel surcharges, they don't look like absolute screaming buys now, and it just feels like if I were to buy any trucking stocks at this time, it's somewhat akin to betting against myself. Jmo, I'm no expert on the sector or any specific stock in it.