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


To: Paul Senior who wrote (6718)4/13/1999 11:13:00 PM
From: Don Earl  Read Replies (1) | Respond to of 78618
 
How's this one for undervalued? ECGOF: book value $4.18 which includes good will of about $1.43. The company is projecting .30 EPS for FY99 and just reported .05 for Q1 today. It closed at 1 1/2 on the ask before earnings were reported.

go2net.newsalert.com



To: Paul Senior who wrote (6718)4/14/1999 10:36:00 AM
From: Grommit  Respond to of 78618
 
auto rental -- & Link to buffet/value portfolio.

quote.yahoo.com

I luckily switched from BD to AVIS last Nov when Budget missed numbers by a lot but made up for it with reserves/accounting.

I do not follow too closely, but am aware that they are all raising prices, so the outlook is good. Hertz has had quite a run up in price and any could follow suit, but my guess is that AVI/DTG might be the best bets.

Thread here for those with an interest.
Subject 23461

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Here is another HELE link
stockresearch.com

This money manager lists his portfolio and strategy -- he has kind of a buffet strategy -- but he has a number of value plays so I think he is more of a mix. He has picks that many here would understand.

stockresearch.com

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PS I like BGP!