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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (4855)8/31/1998 12:26:00 PM
From: Axel Gunderson  Read Replies (1) of 78594
 
re distributors. Don't mean to be on your case, just that I can't
figure out where you are coming from.

Ah - you skimmed but did not read. :-) I explicitly said that all companies looked cheap on the basis of free cash earnings. I did not look at any of the companies P/B or history.

Axel
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