Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (2585)	12/2/1997 10:54:00 AM
From: Dan Packer	Read Replies (1) of 78596

re: UHAL - Think it's more complicated than just taking on debt to avoid takeover. The family remains in a controlling position. However there are several branches of the family involved, and only now have the dissident members been bought off. Co looks to me to be one of those situations where a bad management can't kill a great business (or brand name - remember Jartran?). re: debt - with low interest rates, your strategy seems logical. With inflation, it's a no-brainer. However with deflation, things would be reversed. I personally believe that this market bubble is evidence of inflation in financial instruments that will cycle through the economy someday. In which case, having lots of low interest debt instruments out there could be a real asset. IMHO Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next