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

To: Brendan W who wrote (4024)	5/10/1998 10:14:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78821

IMO there are multiple opportunities in the oilfield services sector...people are panicking as they think this sector will get severely hurt because of the drop in the price of crude. From what I've read and heard, that is not the case; there has been only a very minimal impact. Using such logic, TDW and a host of others are excellent investments at this juncture.

To: Brendan W who wrote (4024)	5/11/1998 6:53:00 PM
From: Brendan W	Read Replies (2) \| Respond to of 78821

Does anyone have any high goodwill amortization plays? I mean companies whose earning power is disguised by high non-cash charges to amortize goodwill from acquired companies etc. USG was a good one ... but it's "fresh start" amortization has stopped and it's PE of 9 is visible for all to see. I own some Lockheed Martin which I believe is amortizing several dollars per share per year. I'm looking for others. I don't know of any good way to screen for this. Does anyone?