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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (20127)11/27/2004 1:00:54 AM
From: Paul Senior  Read Replies (1) of 78525
 
regarding INFO: Steve168. Interesting question as to whether there might be more undervalued stocks than INFO that I am seeing. I'll say yes, there are, when one considers the risk factor with INFO.

INFO's pretty undervalued selling below its cash (with no long-term debt). But with INFO's burning through cash, and prospects that don't appear to me to be so stellar, I'd have to say INFO's a high risk situation. As are many below-cash plays where one does not intimately know the business and/or management. Which is why I like to buy a package of below- cash stocks
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What happened to you and your stock market model which led you to sell most everything and go short, if I remember your several posts here on the subject? Seems like you are in the buy mode now??
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