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Strategies & Market Trends : Value Investing
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To: LauA who wrote (8910)11/9/1999 8:05:00 PM
From: James Clarke  Read Replies (1) of 78627
 
After seeing your post on LR I went through the prospectus today and decided that, like Ikon, I just don't understand the financials nor the business. But half of value investing is knowing where to look, and spinoffs like this are fertile ground. You may have something big here, but it just didn't jump out at me. Low margin, weak balance sheet, lots of weird financial assets on the balance sheet.

If you're looking for other spinoffs getting dumped, I'm sure Mike would point you right back to SNH again. I would too.
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