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Strategies & Market Trends : Value Investing
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To: rjm2 who wrote (11199)9/28/2000 8:30:05 PM
From: valueminded  Read Replies (2) of 78648
 
RJM:

Actually, (hgpi) I became interested and purchased shortly thereafter. I became concerned though because of the debt loading and the difficulty in valuing the properties.

On a different subject, I was interested in GTSI, but after further evaluation, have concluded that it seems like a marginal net/net at best. The reason is that the recievables are nearly equal to the payables on the balance sheet. The inventories are what you are hoping will hold the company value up, and I dont think computer hardware inventories hold there value that well. (I had a buy order in at 3 but decided to cancel it. I may re-enter if it drops to about 2.7 however)

On another vein, I compared it to SPOR and have concluded that SPOR even though it is up 20% from where I first bought it seems to be about the best net/net out there for now. No debt, assets which are in cash or seem to be readily converted into cash. Looks like a great deal to me.
I have a few other net/nets I am evaluating and will post if I find anything interesting.
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