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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (7583)	6/23/1999 9:15:00 AM
From: Grommit	Read Replies (1) \| Respond to of 78636

OCLR - I just noticed this one. Heads up, and any opinions? cbs.marketwatch.com Looks quite reasonable to me with a quick glance. Per the link, the new EPS estimates are around 1.50 for 1999 and 1.90/1.80/1.73 for 2000. That's around 20% growth with a PE of 12 on the $1.50 (16.75/1.50). No debt, profit, growth. Insiders selling like mad April & May. quote.yahoo.com (competitor -- I have watched COO off & on for a while, no position, none planned.)

To: Paul Senior who wrote (7583)	6/23/1999 11:01:00 AM
From: Bob Rudd	Respond to of 78636

Paul OJ...Looks like largest shareholder is planning to sell a bunch of shares. That could account for recent weakness to low range of last several years. Looks interesting for buying in low range and selling in upper range...playing the cycle, but would want clarification on whether and how those shares are being sold.

To: Paul Senior who wrote (7583)	6/25/1999 1:55:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 78636

Paul, >>Jim, since you and I have an interest in Florida land, do you have an opinion on Orange Co. (OJ)?<< I'm coming in on the middle of this conversation so I'm not sure if I'm covering old ground. Sorry if I am. If you like Florida real estate I suggest you look at Alico (ALCO). They own a ton of real estate on the west coast, mostly in Ft Meyers. Ft Meyers is booming and a very nice town. Some of the land is farm, grazing and other such stuff but some is developable. They donated some to the state of FL a few years back to develop a university on (its done now) and they own a lot of the surrounding land. I read a report a while back that said the land assets are worth much much more than the market price of the stock. The key is when/if they will sell so the market price might adjust. I don't own any because it's not my style of company but I occasionally still think about doing a better research job and taking a position. I'm fairly certain the value is there. I just don't know how much. Good Luck. Wayne