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Strategies & Market Trends : Value Investing

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To: Andrew who wrote (3711)	4/1/1998 7:35:00 PM
From: James Clarke	Read Replies (1) of 78639

You may be right. When I read the documents available three weeks ago, I did not feel I could understand the risks in foreign real estate and the financial structure. Speaking for myself, I put some time into this one and rejected it. If you want to convince me, you've got to tell me what I'm missing - not just tell me to read another 10-K. (and that probably goes for the others on this thread). Given the foreign real estate, I, speaking for myself, would probably need a 50% margin of safety to invest. Does it qualify under that parameter. This has got to be an asset play, right? You have enough conviction to keep pursuing me on this one (and of course invest your own hard earned money in it), and that alone tells me something. Tell us why. This stock has every characteristic of a value investment - it is difficult to analyze and looks risky on the surface, though it may not be in reality. If you can cut through the garbage and tell us why you have such conviction in this stock, you might get me to do a little more homework.

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