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

To: Paul Senior who wrote (5842)	1/23/1999 1:47:00 PM
From: Carmine Cammarosano	Read Replies (1) \| Respond to of 78480

CDD with a PE of 9.57 is ready to move...Using 1)Price/Cash flow for CDD (the past 12 months)= 4.82 and the Industry(A&Defense) has any average = 19.33....Using 2)Price/Book (most recent quarter)= 1.95 and the Industry has an average = 4...Finally, Price/Sales (the past 12 months)= 0.61 compared to the Industry = 0.9...Money will come back to CDD stock...I don't know when, but it will come back! TOO CHEAP!

To: Paul Senior who wrote (5842)	1/25/1999 2:58:00 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78480

Thanks, Paul, I agree that the JCP dividend may not be secure at this level of earnings, thus am ruling it out for an account which has a need for income. I'm starting to look at TOY. It has been beaten up by competition from WMT and has shown negative SSS trends, but it, nonetheless, trades at a discount to BV and P/S of about .33. It is quite oversold, near its 52 week low, and I also see that, on a recent historical basis, this is about the time of year the price bottoms. Any comments or thoughts?