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: Bob Rudd who wrote (16777)4/8/2003 8:01:35 PM
From: Madharry  Read Replies (3) of 78644
 
Interesting- I looked at it quickly and was surprised at the immediate haircut . Thought it might be overblown but I cant stop and learn a business that quickly. I did not hear the conference call but I am wondering why those receivables would not be more or less ironclad unless there was some fraud there. Also this company has a market cap of over $1Billion for what I thought would have been a pretty small business. I need to do a lot more research. I am also looking at RTRSY another business I dont understand, but the stock sure has plummetted. I dont see a good reason to buy Dell. But I think Apple has been mentioned a few times on this thread and i had a question I wanted verified- I read that Jobs turned in his underwater options and received in its place from grateful director an outright grant of some 75,0000 shares. Looking at the chart it looks like Aaple was around $15 in 1988 and doesnt pay a dividend. so any long term investor is showing no return in some 15 years. am I missing something here?
Speaking of no returns I got my statement from Oakmark Intl
a value fund, and after a 5 year investment(or so it seems) in an ira account - I continue to be underwater. this doesnt stop them from reminding me that it is time to put in my IRA money- fat chance! It would seem to me that irrespective of market conditions over 5 years a value fund should have a positive return for an investor.perhaps I am missing something here too.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News