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Non-Tech : SPIN-OFFS "secret hiding places of stock market profits" -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (1129)1/3/2008 12:35:05 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 1185
 
It's a good price for DFS, but now there are so many opportunities in financial sector that it's not clear whether it is a better or worse choice. It's not exposed to housing and mortgages, but it is exposed to credit card delinquency problems. I may buy it, though I am not sure. There are so many opportunities now that it is tough to choose. :)



To: Spekulatius who wrote (1129)2/4/2008 11:45:18 AM
From: JimLudlow  Read Replies (1) | Respond to of 1185
 
Earlier I bought at 24 and then sold when the credit crisis was revealed for a small loss. I essentially agree with you and bought some DFS at these low levels. Normalized earnings (no write-downs) is approx. 1.80 so these prices are below 10X when a normal p/e would be 14.5x.
Good luck.


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