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


To: JakeStraw who wrote (38044)5/26/2010 12:24:24 PM
From: E_K_S  Read Replies (1) | Respond to of 78794
 
Hi Jackstraw -

From the stocks you listed, I like ACM 1st & JEC 2nd (based on PE and their debt profile).
finance.yahoo.com

JEC has the lowest debt profile of the three but ACM's PE is lower. ACM may be in a better niche sector as their primary services is to the government sector but w/o any new stimulus funds may see slower growth due to future municipal budget cuts.

Everything I am adding must be a "value" buy (PE below 12) and must have low debt (or EBITD/debt<1).

Thanks for the list as I never heard of either ACM or TLVT. TLVT could get caught up in possible debt issues if Spain runs into problems. That may be another reason to avoid the stock. I do like the business sectors that TLVT operate in but their market cap is quite small at $800M.

EKS