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


To: Wright Sullivan who wrote (5560)12/25/1998 3:33:00 PM
From: Madharry  Read Replies (1) | Respond to of 78748
 
Thanks for the info I wonder about the following:

Is it not hard for a small company like this to compete internationally , especially if they do most of the consulting themselves? Also how do they fare competing with much large companies who offer a full line of services?



To: Wright Sullivan who wrote (5560)12/25/1998 4:02:00 PM
From: Wallace Rivers  Respond to of 78748
 
Wright, as I see it, you are not as far from the value mark as you might think. Admitted, this is a number which is trading at 2x book, but it is also a fallen angel, which is still growing earnings at a pretty rapid clip, if one is to believe the analysts. If so, 2X book for a growth story is indeed value.
The balance sheet appears very clean to me, as well.
No position, JMHO.
Happy holidays to all.