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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (15427)	9/11/2002 1:02:37 PM
From: Bob Rudd	of 78673

ACAS ALD - There's been considerable prior thread discussion so I'd suggest a search. Beyond that, the central issue is that both companies are sort of black box...they have assets that are not regularly traded. The shorts contend that these assets are carried at too high a price and markdowns are coming. They also contend that borrowings/equity issuance are necessary to support dividends. Here's an article on short view of ALD: news.cnet.com ALD was hit first, but now ACAS has a more rapidly rising short position: nasdaq.com Both companies have refuted the short arguments with position papers available on their websites. Here's a recent one from ACAS: acas.com Both appear somewhat undervalued IF YOU TRUST THE NUMBERS.

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