SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Zeman who wrote (5961)3/31/1999 9:10:00 PM
From: Paul Senior  Read Replies (4) of 78458
 
Bill: re IDTC. Could you give us an updated opinion here on the value thread for IDTC, now that it has moved up a bit? I've sold 1/6 of my position, holding remaining. I defer to your knowledge of this company and the outlook for its products. (note: this msg. is in response to post #6506).

-g- Bill, if I were you in responding, I'd be VERY careful about reporting stated book value. We're in a BV discussion now, and I wrongly used Yahoo BV figures for IDTC in my Feb. posts. And this error was easily and quickly ascertained by some of the people who actually do some DD before they buy their stocks. I was, and am, chagrined. But on the other hand, the stock was a value stock possibility nevertheless-- IMO of course.

ps: Have you read, and do you recommend, Howard Jonas' book "On a Roll: from Hot Dog Rolls to Hi-Tech Billions" for IDTC investors to get a better perspective on the company? (I'm thinking about ordering it.)

Paul Senior
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News