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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (8601)10/12/1999 11:26:00 AM
From: Bob Rudd  Read Replies (1) of 78744
 
Jeffrey: <<I think that NH also falls into our 3 buyer category>>
Currently, that is post CSE or including pre-Case period?
Not same, IMO. I haven't looked hard at post-CSE NH, but my rule of thumb is thumbs down on post merger situations - merger premium often not justified, market values differently than control buyer, difficulty integrating and realizing often illusory synergies. In sum, lot's of potential for ugly news....rather buy after the whack as in WMI, MAT both poster children for post-merger blues.
bob
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