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

To: Paul Senior who wrote (29219)	12/12/2007 3:05:12 AM
From: Spekulatius	Read Replies (1) \| Respond to of 79293

DIS, i have been looking at DIS too and i think it's a buy now. Instead of P/S or cash flow/sales it's better to look at EV/sales and EV/EBITDA. That way the debt is accounted for and DIS has less debt than most other media companies.

To: Paul Senior who wrote (29219)	9/11/2008 11:02:44 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 79293

Ken Fisher says that PSR is not as useful as it used to be: stockerblog.blogspot.com I would agree but then I have never used PSR extensively. IMHO for most companies that have losses and low PSR the margin destruction usually is difficult to reverse. On the other hand, perhaps PSR is a good metric now for retailers that have suffered margin shrinkage in slow economy. I still would probably prefer the ones who cut sales and mostly maintained margins to the ones that cut margins and mostly maintained sales.