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: Paul Senior who wrote (12929)8/9/2001 1:05:54 AM
From: Bob Rudd  Read Replies (2) of 78753
 
FLA: Don't they have some assets worth a lot more than shown on the books? Without a substantial asset play, it looks pricey...but that's a real quick glance. With an asset play, the issue shifts to how much [margin of safety] and/or catalysts. I recall the Mutual Series crowd was trying to unlike values last year...looks like they didn't do so hot. What's your take on the asset values?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext