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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (6081)2/22/1999 8:39:00 AM
From: James Clarke  Read Replies (1) of 78507
 
Exactly, Bob. I would not spend my time worrying about whether the Loewen business model will provide high profit margins and long term returns. With the stock at $2, my only question is are we going bankrupt? If Loewen simply survives, I think you're going to make a lot of money from this price. Maybe its a safe Graham investment, maybe not. But what are the odds of success here, i.e. I can deal with a 25% probability of bankruptcy if the other 75% probability is that the stock goes back to 10.)? Has anybody done the work on the balance sheet required to address this question?
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