Investing in Value Stocks: Patrick E. Becker Jr., Becker Capital Management, Inc.
Topics covered: Investing in value stocks - Bottom-up fundamental investment approach - Price to earnings - Enterprise value to EBITDA - Price to cash flow - Balance sheet analysis and management contact - Attractive investment opportunities - Volatile markets - Momentum-driven markets - Contrarian investment approach - Fears about recession - Attractive valuations - The financial and consumer discretionary sectors Companies covered: Lawson Software (LWSN), SAP (SAP), Oracle (ORCL), J.D. Edwards, PeopleSoft, Siebel, Limited Brands (LTD), Wal-Mart (WMT), Carter's (CRI), U.S. Bancorp (USB), Whitney Holding (WTNY), Pfizer (PFE), Pitney Bowes (PBI).
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