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Strategies & Market Trends : Value Investing

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To: Wright Sullivan who wrote (9577)	1/9/2000 12:58:00 AM
From: James Clarke	Read Replies (3) of 78751

After hits on JOE and TRC a couple years ago, I was looking for the next one and looked at TPL long and hard. $82 an acre seems really really really cheap no matter where the land is. I rejected the idea and can't remember why. I know I have a file on the company in my office, which I will look at again on Monday in light of your comments. What's wrong with CTO at about the price Buffett purchased it not long ago if you're looking for a cheap asset play? I haven't done the due diligence on this one recently (this is another I rejected two years ago), but a brief look shows me that a lot has changed since then. There is somebody on the Buffetology thread I believe (I forget who it was, but he/she did some great work on it about two months ago). JJC

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