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 : Buffettology

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Freedom Fighter who wrote (2631)7/12/2001 2:19:37 PM
From: Paul Senior  Read Replies (3) of 4690
 
I admit my ignorance about DNB, and I give up on the stock.

I can't figure fair value. Stock price seems reasonable though to me based on what analysts say are next year's earnings. And the credit reporting business seems like it would be stable, if not growing, in times like now when the economy is in difficulty.

Still, if Mr. Buffett has cut his position...

I'll take it as a good signal for me to exit. And given my ignorance about DNB's intrinsic value, I'll exit completely to free up funds for stock(s) where I'm more convinced of an undervalued situation.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext