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

To: Carmine Cammarosano who wrote (5843)	1/23/1999 4:06:00 PM
From: Paul Senior	Respond to of 78481

Hi Carmine: re: CDD. uhhh, I dunno. I like Northrop (NOC). Stock at its low for the year--about 60 and I've been a buyer this week. I've been buying down from 80 level to 60 level though, and maybe more downside is coming. Maybe NOC's not the same industry exactly as CDD, but with cf about 3-4, p/b about 1.5, psr about .5 -- these numbers are better than CDD. I've also looked at HXL (somebody on thread recommends it-- looks a little high to me (the stock price, not the guy -g-), ORB (too high -- -g- that's the stock price again -g- not the suborbital satellites), BEAV (too high, but maybe), WYG and PCP (too high on WYG-- I like though that they are so dominant in the forging of those large fuselages), and FA (looks attractive to me here). CDD's Howmet div-- gas turbine engines -- if they are competitors to AlliedSignal's business, ALD is a VERY strong competitor under Bossidy's leadership. Almost would rather step up for ALD. I think these stocks will all move if and when Boeing comes back. For another play on this, you might look at very undervalued IMO, TIE (which I own unprofitably). I also have a position in thinly traded FAVS, an aircraft engine parts supplier and rebuilder. I am a buyer of the stock at current price (4 3/8 or better). Aside and note: If I sound like I know what I'm talking about here... well, I don't. Been wrong many, many times before. Sometimes though -g- like with SUNW, I can overcome that with other people's help. Thanks Carmine! Paul Senior