Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Shane M who wrote (581)	11/21/1998 11:33:00 AM
From: Stewart Whitman	Read Replies (2) \| Respond to of 4691

Whenever I look at RAL, I see one very good segment - pet products - and one that has been pretty much flat - battery products. It seems to me that the long term outlook for the battery products is not so good - e.g. lower power products coming from the electronics industry. And the battery products segment represents about half the sales and 40% of the net income. What is it that attract you and others on this thread to RAL at these prices? I like the company but just do not see enough growth to put it in the Buffet category. Regards, Stew

To: Shane M who wrote (581)	11/22/1998 1:09:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 4691

Thanks for sharing the results of your screen. Of the ones I know well, be very careful of Cambridge Technology Partners. Competition is coming out of the woodwork and their franchise is melting down. As for your short list, the two that I know, RAL and CHB - your price targets sound dead-on right. The two I would add to your list are Dover (DOV) to accumulate below 30 and Clayton Homes at the current price (below 15 - its about to do a 5/4 split - don't ask why - so be careful if you're watching the price of this one - that target is about to go to what, 12 or so). Jim