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Strategies & Market Trends : Value Investing
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To: Brinks who wrote (20081)11/19/2004 10:11:10 AM
From: Steve168  Read Replies (1) of 78526
 
Brinks, great memo and net-net list.

Interesting point in the Tweedy, Browne study that those companies operating at a loss actually resulted higher returns than profitable ones. I had been buying when companies were still at a loss but a smaller loss sequentially, because once they break even, the prices usually already doubled. When ALVR was below $2, several friends did not buy it because of the loss, however when ALVR broke even, the price was already at $8.

The main reason those stocks are selling below net liquidation values was the loss and fear of bankruptcy, once investors think the company can survive, the price is likely doubled from the bottom.
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