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

To: Q. who wrote (6018)	2/10/1999 8:31:00 PM
From: Grommit	Read Replies (1) \| Respond to of 78515

USFC also has lower debt. In a low risk sector, I enjoy leverage. If you want to avoid some debt worries, I would check out USFC. The debt is higher than HTLD but still quite low -- around 25%-30%, I think. But their revenue is around 7x HTLD. I think size matters. I think the leverage risk in XPRSA and TCAM is recognized in the undervaluedness. Probable why they are lower priced relatively. Of course, if they perform there is significantly more upside. Thanks for your comment. I will keep your observations in mind and might adjust my mix a bit.