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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19304)6/18/2004 4:53:55 PM
From: David  Read Replies (2) of 78687
 
Paul:

There was an interesting SEC filing regarding BL. An activist shareholder group bought up 5%+ and indicated interest in meeting with BL management to discuss methods of enhancing shareholder value.

BL is conservatively priced at roughly Net Current Assets.

Here is a link to the SEC filing:




edgar-online.com 6017-04-000013&x=31&y=6

I've owned BL for several years and its been easy to hold onto because of the company's continued operating performance and conservative pricing (usually selling at a large discount to book and often discount to net current assets)

Would be interested in knowing your thoughts.

Also, Sold MAXS today. That was a great score and I have only this excellent board to thank. It was a real winner. My only doubt about selling is if a white knight appears, which I believe is not very likely. Its a perfect fit for Jones and Jones got a real good deal.
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