The baseball playoffs new Top 5

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  • mrmarket
    Administrator
    • Sep 2003
    • 5971

    The baseball playoffs new Top 5

    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??
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$
  • MEA_1956
    Senior Member
    • Oct 2003
    • 655

    #2
    Re: The baseball playoffs new Top 5

    Originally posted by mrmarket
    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
    GO BIG RED!!!!!

    Comment

    • mimo_100
      Senior Member
      • Sep 2003
      • 1784

      #3
      Re: The baseball playoffs new Top 5

      Originally posted by mrmarket
      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
      Tim - Retired Problem Solver

      Comment


      • #4
        Aro will be our next purchase

        ARO~ Historical Growth Rates, 5 Years
        Sales Growth: 60.7% EPS Growth: 84.8% (Source= S&P)
        I absolutly love it!

        Comment


        • #5
          ARO

          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.

          Comment


          • #6
            aro

            Thx!

            Comment

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