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


To: Spekulatius who wrote (38404)7/1/2010 9:57:34 AM
From: Paul Senior  Read Replies (3) | Respond to of 78476
 
BBY could be a better buy. I'll consider.

Whereas SVU faces national and regional competitors, there's no other national chain of electronics stores that's comparable to BBY. Although WMT and Amazon and maybe Costco provide competition aplenty.

I've no idea what is or will be driving earnings at BBY. We all already have our flat panel TV's.

At current stock price though, a buyer gets a stock that has had consistently good roe (20+%) for a now relatively low p/e (11x).