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

To: anializer who wrote (36054)	12/2/2009 11:18:44 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78817

AAWW. I would guess fair value would at least be higher than stated bv ($35/sh). So stock now at $31.50 has some room.

To: anializer who wrote (36054)	2/27/2010 12:12:41 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78817

AAWW. Fwiw, recommended in current Barron's: "Wanted: "Great Business Models, Smart People"" Bradley Purcell and Randall Heck, General Partners, Goodnow Investment Group "In one of the worst air-freight environments in memory, Atlas last year earned an adjusted $3.40 a share, down less than 20% from peak earnings in 2007. That is a true testament to their good business model. Atlas also has a growth kicker coming in the next couple of years, when they begin to take delivery of 12 new 747-8 freighters. Their earnings power goes from $3.50 a share to $6. We think it's a double over the next three years."