TRIIBoy, being as you are a made man and all, I would like to get your opinion on ZNDT. I find it to be one of the great treasures of the market, and have bought on my own free will. However, the stock appears to be depressed, trading at only 25% of it's intrinsic value, and with the exception of a few qualified value investors that I have spoken with about it, I can't seem to get anyone interested in the company. They have just made an aquisition that should accelerate their earnings, yet they already maintain fantastic ROA, and ROE. Would you care to share your opinion about this company, and let me know if I may have missed something? Hopefully, I have not, and you will see the value that I have seen, and this will be a nice little heads up for you.
Sorry I missed your last call. I was a little cash-strapped at the time. However, since BELFA still appears to be trading at approximately 59% of it's intrinsic value, I will aquire a position in it and I thank you for your timely alert. It looks fantastic to me, and it's nice to get in to these things before the big guys do. My target is 91, should I decide to take profits on it, which I may not. |
