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Strategies & Market Trends : Buffettology
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To: porcupine --''''> who wrote (1056)2/17/1999 11:43:00 PM
From: Shane M  Read Replies (2) of 4690
 
Porc,

Thanks for posting.

TCA cable doesn't look "cheap" anymore. Unfortunately, I don't think this one would've attracted my attention at $25/$30 share price of most of last year. Actually, I know it wouldn't. I just looked back at a spreadsheet from Sept of last year and TCAT at $24, while surviving one of the screens I use, is not even flagged for a further look. The business has all of the quantitative qualitities of a Buffett business. It just looks expensive. Do you still think it's a buy? I've been gaining interest in cable cos recently (based on the current and seemingly increasing bandwidth bottleneck for data).

Great Lakes Chemical, GLK, seems to be a turnaround where you need to know the inside story.

Shane

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