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 -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (8349)9/23/1999 10:10:00 PM
From: Madharry  Read Replies (3) | Respond to of 78958
 
I can't help but wonder if future investors in ONE will be offered a 5% or even 6% yield while they wait. Also banks have been known to cut their dividends. At one time I owned Manufacturers Hanover and was getting a 16% yield, alas it did not last.
If you fancy a dividend what is wrong with USU?
RE: the credit card exposure. Some of this is smoke and mirrors. If you recall when credit cards first came into being the term of repayment was 36 months. In the interim the term has increased to 60 months in some cases, and if you go over your credit line you just get an increase.
Of course people who owe credit card debt that they do not pay off have probably already maxed out on their home equity loans or do not own homes. Then of course we don't know how much credit card debt is financing speculation on margin into internuts. Sounds to me like ONE's equity is not as secure as one might think. Will we be hearing "too big to fail" mantras again?



To: Paul Senior who wrote (8349)9/24/1999 7:48:00 AM
From: Neil H  Respond to of 78958
 
Paul and others

Thanks for the reply on ONE. It just caught my other the other day. Yes I am patient with my long plays. Mattel and 3com are ones I sometimes think I have been too patient with. If you buy a good company at a low price, my experience has been it pays off.

Regards
Neil



To: Paul Senior who wrote (8349)9/24/1999 11:10:00 AM
From: Investor2  Read Replies (2) | Respond to of 78958
 
How are the value investors faring during the recent downdraft?

One of these days RPM will be a good buy, but who knows when. Also, NWL is still dropping.

Best wishes,

I2