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

To: James Clarke who wrote (3042)1/15/1998 1:18:00 AM
From: Paul Senior  Respond to of 78639
 
James Clarke: USC. I don't find either the Co. or the School very appealing. You've got a target at 26. Let's see: Book value is about $5-6. You think they can pull 20 to 30% ROE out of it to get 1.20 to $1.80 to sell at a pe of 22 to 14. Hmmm. I think I'll look again at EMN... (plastic bottles) They grow about 10% a year with a good dividend and with PROVEN good management.
Re PSA: Weren't you one of the chaps who tried to alert me to the management issues with UHAL? Have you not also seen article(s) couple years back on PSA regarding founder (CEO) and how he has treated investors in PSA through his deals with PSA? (Or perhaps I am thinking of a diffeent public storage company?) Paul Senior



To: James Clarke who wrote (3042)1/15/1998 3:48:00 PM
From: Ron Bower  Read Replies (2) | Respond to of 78639
 
James,

I sold NH at 28.75 and just rebought @ 24.50. It appears to have bottomed out and should start recovery back to 30+ value. Next earnings should be very good due to sales and the Credit business (low borrowing rates versus existing loans).

Worth looking at,
Ron


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