>>I'd love to see how the thread would rank the valuations of the G&K's based on Thursday's closing price -- including Uncle Frank if possible.<<
Put a valuation on Uncle Frank? I heard they tried to do it once, but Bruce and Mike started duking it out over the discount rate, and it never could be resolved... As the story goes, Bruce wouldn't agree to anything less than 35% <ggggg>
>>Yes I know, ignorant fools should not be in the game to start with, but even fools can learn!<<
Oh, it sounds like we are in the same boat! I find my learning curve is accelerated when the pain is real... I learned A LOT the last couple weeks... that must be worth something in the long run <g>
>>For those of us with cash (or, god forbid, margin) left for investing, which of our companies present the best value right now?... a specific discussion of the current "values" of the great companies discussed on this thread would be helpful.<<
My personal vote (now that I've "learned") would be on SEBL, GMST, and QCOM (maybe INTC) for value & relative safety in murky times (at least that's what I wish could get more of now). I think I even saw UF once refer to QCOM and SEBL and INTC as "sure things" on another thread not long ago, but he might not admit it... And I would (and probably will) add little snippets if the market continues on a bear-like path. But I'm just a newbie knucklehead, snorkeling around the wreckage of my pebbles, looking for salvage (hoping to find a pearl).
I would love to know what the Wise Ones say...
Juliet@grinningatthecameralikeamonkey.com |
