SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Grommit who wrote (9918)2/9/2000 5:06:00 PM
From: James Clarke  Read Replies (1) of 78702
 
Blair report is thin, but it reads great given the valuation (something like $20 of net current assets + real estate, maybe it was more than that - no need to recall exactly until the stock is close to there). Fourth quarter they did $1.05 net vs $.79 in 1998. The improvement was "primarily due to increased response to a reduced advertising program" - sounds good to me. It looks like they repurchased something like 10% of their share count, so the net-net per share valuation might have even gone up.

Berkshire Hathaway B's below 1600 - Mike, you're getting close, and CNBC tells me we're still in a bull market. So smile!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News