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

To: armi who wrote (40748)12/21/2010 12:47:33 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78751
 
I would agree with your assessment. BBY is a much higher quality company IMHO, both trade at about a ten PE and BBY has a slightly higher yield.
BBY has a lower P/S and P/BV, and a lower debt to equity.
The Shack wouldn't be my first choice here.



To: armi who wrote (40748)12/21/2010 12:49:43 PM
From: Paul Senior  Read Replies (1) | Respond to of 78751
 
RSH "The whole sector is undervalued"

When the whole sector is undervalued, I buy the whole sector, generally by buying a basket. Here, I don't what's considered "the sector", but I have made a buy of BBY.

BBY is a "much better company". Okay, but the stock... maybe not so much so. Lower p/e and almost as high a roe for RSH. Less consistency in profitability (roe); higher profit margins though. Possibility of leveraged buyout with RSH.


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