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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4343)6/24/1998 8:03:00 PM
From: Stewart Whitman  Read Replies (1) of 78751
 
James,

I'm with you on NH. I keep buying and it keeps going down. AG is following the much same pattern, but NH still has $5-$6 in cash per share, I believe. NH seems much more diverse and better positioned anyway. Price seems too cheap.

I recall, earlier this year, seeing a news item saying that some law firm might have found a way for Netherlands co.'s to repurchase their shares without paying excess tax. Do you think management would be open to that - are they focused on shareholder value?

Stew
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