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

To: Paul Senior who wrote (36548)	1/27/2010 10:07:21 PM
From: Grantcw	Read Replies (2) \| Respond to of 78746

Hey Paul, I've joined you in ATPG several months ago and I also like its prospects. NPV vs. Market Cap looks good. One question I have for everyone though is that of the relative valuation of ATPG vs. other companes in its space. Are all the companies in its industry trading at comparable discounts to NPV? Just a thought. I feel like ATPG is so forthcoming with their NPV analysis that it seems very compelling. But, other companies don't seem to give us that much info. So, it's hard to compare. Thoughts? Thanks, cwillyg