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

To: Junglekings who wrote (28071)	9/15/2007 1:42:52 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78752

DDS is a buy? I just wonder if all anybody needs to know is this: finance.yahoo.com (That is, forward estimated p/e is 18. Too rich, imo.) While p/b is .6 now, it has been below .6 in '01, '02, '03. In other years higher. My point: I'd like to buy nearer absolute lows rather than at higher (imo) .6 of past years. About DDS, I keep looking, and I keep passing. Always too expensive for me. Jmo, and although I've been wrong many, many times, for me, I'll again avoid DDS for now. Others might see it quite differently.

To: Junglekings who wrote (28071)	9/17/2007 1:16:10 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78752

From the falling knife file...unloved, oversold, and with management that has generated spotty results, to be generous. As a contrarian play, DDS is IMHO one of the best ideas presented to this thread in the large to mid cap space in quite a while. To be able to acquire this one at .6 BV presents an attractive entry point. I have not done anything resembling extensive due diligence, but DDS has been around a long time, and the stated BV is most likely the real deal, and might be understated (as Paul mentioned, I also seem to recall some talk of this). SSS are poor and inventories are up, and that may pressure results in the near term. That may also cause activist investors to ratchet up the heat on management to maximize shareholder value.