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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8061)	8/27/1999 2:26:00 PM
From: David	Read Replies (1) of 78888

Paul: Thanks for the quick response on DAIO. Seems like a company that could possibly just drain away. The business, as you know, has quickly evaporated. I bought just because the net cash assets were available for such a steep discount. But the potential burn rate is what's concerning. I almost bought Oak Technologies for the same reason, and wish I had. CDEN: Take a look at this one and let me know what you think. The big concern I have is that the CFO resigned yesterday. That throws me off quite a bit. But the business seems good (they buy dental practices -- roll ups); the company appears to have $3.50 per share in cash and trades today at $4.15/share. That seems like a cheap price for a bunch of Dental practices generating $40 million per year in sales, earing $4.4 million/year net; trading at .5 book. If you have a chance, please check it out and let me know what you think. wsrn.com Incidently, I found out about this one on the Low price/Cash Ratio Value Stocks board Message 11085743 Yours & etc. Stern

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