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Strategies & Market Trends : Value Investing
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To: Daniel Chisholm who wrote (6083)2/22/1999 4:40:00 PM
From: James Clarke  Read Replies (2) of 78515
 
re: LWN
I like your way of looking at it as a first cut. About $750 million of assets is goodwill. You ain't going to get much for goodwill in a firesale. And if they overpaid for their acquisitions, which they did, this is where it would show up. X-out this, and your margin of safety is quite thin indeed. I'm not saying it is or is not a bargain at $2. But we've got to go a lot farther than this.

JJC
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