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Strategies & Market Trends : Value Investing

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To: EL KABONG!!! who wrote (34519)	5/20/2009 2:28:20 PM
From: Paul Senior	of 78747

re: "ACAS is showing up on my stock filters as the #1 value stock (by a wide margin, and by numerous "measures" of value)... Any comments or advice or suggestions?" Your stock filters need adjustment. -g- ----------------- I'm holding on to my few remaining shares of [t]ACAS[/t] (<span style='font-size:11px'>LAST</span>: 3.37<span style='font-size:11px'> 5/20/2009 2:15:08 PM</span>) ) . I like the net asset value of $15.41 and what management believes to be $20.63 of "Realizable net asset value per share" (stockholder letter, p. 3 of annual report 3/11/09). Sounds good, whatever "Realizable net value" means. -g-. Negatives are that the stock is already up a bunch and more significantly, that it's still very worrisome how or if their debt covenants will be structured in their creditors' desire to have ACAS go from unsecured credit facilities to secured.

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