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Strategies & Market Trends : Value Investing
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To: Walter in HK who wrote (6521)4/1/1999 2:39:00 AM
From: Paul Senior  Read Replies (1) of 78658
 
Walter in HK: re CTZ. I know of no reason for the abrupt price drop recently. What's worrisome is that stock has come back up-- but LFG (as pointed out by Alex Greenland) is also dropping to levels (e.g. p/bv) that are much below CTZ now; and that LFG with a longer public history shows erratic earnings and imo almost always a low p/bv and pe- especially pe. Long term though, I think the business is viable and CTZ "should" sell at a higher multiple of very moderately increasing earnings or maybe on an increasing dividend. Perhaps the business is a bond fund in disguise -- what type of bonds or detail components of the float, I do not know. Regards, Paul
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