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Strategies & Market Trends : Value Investing

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To: Triffin who wrote (1684)	8/14/1997 3:20:00 PM
From: Paul Senior	of 78822

James S.: I like your TGH. Having some difficulties in analyzing. Per Yahoo, it looks like the greatest thing since sliced bread. Reading Aug 6 co report, 1.28B in cash on 42M sh. outstanding gives $30/sh in cash with only $90M ($2.)long term debt. And this debt has increased from almost nothing last year... why ...with all the cash... and why so much cash at all? Book value about $20. Zacks says earnings this year and next under $2.00 so ROE is not going to be 20% unless we use Yahoo figures, which include some gains on sales, special items?? Co seems to have a lot going for it... biggest, or one of the biggest, health providers in Virginia; and Blue Shield "brand" francise. That $30sh/cash on a $23 stock sure looks like a margin of safety. Any info or clarifcation or comment you or anyone else can provide on TGH would be appreciated. Thanks, Paul Senior

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