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Strategies & Market Trends : Buffettology

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To: Paul Senior who wrote (3057)7/31/2002 7:57:04 PM
From: 249443  Read Replies (1) of 4691
 
re: SEE

Paul -- Bob Olstein had an interesting column a couple of years ago stating that how he avoided true value from a false value. SEE was the example. Bob performed a significant amount of dd and determined that the asbestos exposure was too much of an unknown.

It is an amazing decline today. Do you have any opinion of SEE at these levels?
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