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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (8844)	11/2/1999 11:04:00 AM
From: Q.	Read Replies (1) of 78628

FRDM and HOLX: let me guess: these must be your two mystery net-nets that did not appear in Mike's list. quote.yahoo.com FRDM has a market cap in the 80 M range, and HOLX in the 50's. HOLX: Just bought another net-net with a 30% margin of safety, and this one is reasonably liquid for a net-net - 50-100MM in market cap - I forgot to check whether its on Mike's list - just checked - it is not. FRDM: I've got another one in the hopper that is a borderline institutional quality company at a 30%+ margin of safety I have not bought yet - and today it hit another new low, so no shame in waiting on the sidelines. This one isn't on Mikes list either,

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