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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (21893)8/12/2005 10:30:10 AM
From: Paul Senior  Read Replies (1) of 78708
 
BFCF: I'll add a little here to my position.

As you know...
A problem with these undervalued types like BFCF is that if the stocks held - LEV, BBX, etc - drop, then so too will BFCF. Yet BFCF will still continue to sell at a discount to its underlying holdings. Thus a possiblity for being the classic value trap, imo.

Homebuilders have been taking a hit recently; if it continues, LEV will drop further (I presume) and so too BFCF. Also if bank stocks turn down because of increasing US fed rate hikes, BBX will decline (I am guessing)and this will also be reflected by a drop in BFCF stock (my guess).

Still, the businesses aren't disappearing. I'm willing to hold on to see what develops.
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