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

To: Ron Bower who wrote (2394)	11/7/1997 12:08:00 AM
From: Scott Mc	Respond to of 78627

Recommended this one here about 10 months ago and didnt do much(up25%), however I think their time has come... Beazer Homes BZH..Undervalued homebuilder, 1.Just announced pos earning surprise yday 2.Trades under book(buying back shares)land assets probably undervalued 3.P/Sr well under industry average at 0.15 4.If it can maintain its earnings will trade at a P/E of approx 6. 5. Good growth, came from nowhere in last 5 yrs to be 7th largest home builder in USA.. 6. management well regarded(pres is/was head of homebuilders association) I have owned the convertible preferred for some time... marketguide.com The only negative was one bad quarter in 97 when they ran into some tble with their Nevada operation, this seems behind them. Scott