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

To: Wallace Rivers who wrote (3994)	5/5/1998 9:01:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78476

Wallace: YELL looks to me like it could be okay. Positives include co. puting a new sales incentive program in place directed to increasing operating profits; the stock is in the S&P 500, so monies are directed into it (somewhat) by index funds (although this doesn't seem to have kept YELL from going to its lows -g-). Size of company - they are big - works in its favor (geographical divers.) too. These trucking companies are tough because timing is important. Very cyclical depending on economy, plus lots and lots of competition, plus hard for any company to distinguish itself. So while numbers - fin. ratios look good now, they can turn oh-so quickly. I'm looking (don't own) SIMN. Perhaps not so well managed, price low, business is refrigerated transport. I like refrig. because it's specialized -- gotta have infrastructure to handle the foods - so barriers to entry a little harder. My tech play - tech innovator - in the industry was WNC. Nice article in Forbes about month ago. Sold my position in it about 3 months ago. Since there are so many companies in the trucking arena, what co's have you also looked at but dismissed as not being as good now as YELL? Paul