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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (6300)3/14/1999 5:34:00 PM
From: jeffbas  Read Replies (1) of 78625
 
Your opinion is valuable, Paul, whether it is right or wrong. My theory of participation on these threads is to try to provoke discussion, not develop a cheerleading squad for some stock or idea.

You may be right about lack of earnings but I know that NH believes that the industry has been more prudent with inventory and production schedules than in past downturns, as the situation stands today. Of course, the situation could get materially worse.

My theory of investing is sort of the Warren Buffett style - buy a stock that you feel confident in and hope it gets cut in half. I won't like it, if after NH goes from 30 to 9, where I started buying, it then goes to 5 -- or perhaps 50% of book after some losses. But if it then recovers to 20 in the next cycle, I will make a lot of money.
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