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View Full Version : The baseball playoffs new Top 5


mrmarket
10-02-2003, 11:29 PM
Here they are:

ARO CMBC PHM SPF WLS

Looks like the revenge of the homebuilders....I might buy one of these tomorrow, if I get a chance to finish my fundamental analysis before its time to go see Bruce at Shea!!

Which one do you like??

MEA_1956
10-03-2003, 12:46 AM
Here they are:

ARO CMBC PHM SPF WLS

Looks like the revenge of the homebuilders....I might buy one of these tomorrow, if I get a chance to finish my fundamental analysis before its time to go see Bruce at Shea!!

Which one do you like??
Please call it in the air, SPF it is. #1 they have a broader base in development areas. #2 Thing I like P/B shows there is room to grow:: R/A & R/E also support possibale growth:: We would have a full 1/4 to reach 15% with no suprises when they post earning statement :: 66.89% Price Increase over last year:: #3 Things I don"t D/E is this at confortable Or are they in the process of making sone major changes::: There % held by insiders is @ 8.45%. could be a little higher but o well can't have it all. Theirs my two Cents MEA

mimo_100
10-03-2003, 08:11 AM
Here they are:

ARO CMBC PHM SPF WLS

Looks like the revenge of the homebuilders....I might buy one of these tomorrow, if I get a chance to finish my fundamental analysis before its time to go see Bruce at Shea!!

Which one do you like??

The Market is at an important crossroads today. I am going to sit this one out. If I were going to participate

it would be SPF

Tim

Risky
10-03-2003, 09:38 AM
ARO~ Historical Growth Rates, 5 Years
Sales Growth: 60.7% EPS Growth: 84.8% (Source= S&P)
I absolutly love it! :wink:

Dieter
10-03-2003, 02:46 PM
Hi,

after all the trouble without MM's picks I run Karels's screens and found ARO which passed even my small cap model.

Imho the fair value is about $34 but I cannot say when ARO will touch it's intrinsic value. In the long term run it will.

Risky
10-06-2003, 10:15 AM
:wink: Thx!