so how about ARO
Click here to go to the original topic

 
       Value Investing Forum Forum Index -> Value Stock Picks
vik589 Fri Dec 01, 2006 10:18 pm    

so how about ARO 
Blast,
What do you think of ARO at current valuation? Joel Greenblatt has a very significant chunk of his portfolio (about 39%) invested in this one at an average price of 27.3. The stock is currently at 29.96. Any views will be highly appreciated.

Thanks
blast_investor Sat Dec 02, 2006 9:15 pm    

 
Hi vik589:

ARO is retailer of apprarals. I don't quite understand the business in this sector.

ARO valuation does not seem to be very cheap, but not very expensive either.

Greenblatt has his own criteria wich focuses on return on asset, and earning yield. ARO is high return on asset stock, which is consistant to his theory.

Here is a recommendation story from Value Investor Club on this stock:

http://www.valueinvestorsclub.com/value2/guests/view-thread.asp?delay=45&id=2094&more=dtrue
vik589 Sun Dec 03, 2006 12:40 am    

 
ThankYou for the reply and the link :)
 
       Value Investing Forum Forum Index -> Value Stock Picks
Page 1 of 1

Search Engine Indexer
BlastInvest @2005 p h p B B © 2001, 2002 p h p B B Group