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


To: MCsweet who wrote (26379)3/22/2007 11:05:47 PM
From: Marc Hyman  Respond to of 78753
 
I wish more of the book value was tangible instead of goodwill and intangibles.

Tangible 1.794/share
Price/Tangible 2.280
Price/Earnings 38.123

using the earnings for the TTM ending 31 Dec 06. Looks a bit too rich for my blood. I've also started looking at the return on net tangible assets averaged of the previous 4 quarters based upon something I recently read. For ALLI this is 4.73%. I don't know what a "good" minimum value is, yet. For comparison RAIL is
96.97% and MMM is 58.96%.

// marc



To: MCsweet who wrote (26379)3/27/2007 2:08:09 PM
From: doug5y  Read Replies (1) | Respond to of 78753
 
I'll follow MCsweet, Paul Senior into ALLI today at $3.97. Just a starter position, get it on the radar. This one reminds me of BIOS in some ways.

Good Investing,
Doug5y