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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (2725)	12/16/1997 5:35:00 PM
From: Allen Furlan	Read Replies (2) of 78601

How does the small investor analyse the consumer finance sector? SEC filings certainly do not provide sufficient detail on loan quality. Looking at yahoo business summary I immediately want to know how GNT can make 318 million on 937 million in revenues? Is there really a tooth fairy? I recently initiated a small position of AAC with a stock purchase and ratio write of out of the money calls only because the stock seemed undervalued relative to past performance and so called book value. But I am certain that such parameters are not sufficient to classify a stock as a value play. The entire sector seems relatively inexpensive based on these parameters but such thinking is contrary to the value investors rule of truly understanding the business of the purchase.

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