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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (6174)	3/3/1999 5:41:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 78486

All, let's discuss: Starwood Hotels(HOT)& FranklinCovey (FC). I held ITT before the Hilton takeover bid, I am happy to say, but unfortunately sold before the really big score, when Starwood bought the Sheraton hotels. A Value Investor interviewed in Kiplingers says HOT is worth $45-65/share. Thoughts on this are welcome. FranklinCovey...I do not know what to make of this one. Some analyst quoted in Worth a few times recommended FC when it was in the mid 20's. I happened to look at it for 1st time in months...stock is now around 13. The "Seven Habits" company is currently trading at 7x earnings! I suspect there are a few people out there who bought well into the 20's after doing classic Peter Lynch-style analysis (attending a FC seminar [I have and thought it was excellent]); own, use and benefit from a Franklin Planner (as I do), only to see stock in the dumper. Further exacerbating things is the fact that FC has bought back a lot of shares in the high teens and 20's, not a good investment thus far. Thoughts on HOT & FC appreciated. Cheers