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


To: James Clarke who wrote (8456)9/30/1999 11:39:00 PM
From: Ron Bower  Respond to of 78576
 
MAT - you might check out ZNDT - HK/China supplier of diecast and plastic toys to Mattel. Announced a couple of weeks ago that they'll be supplying Hasbro. Recently acquired European company specializing in diecast collectibles. Growth company selling below BV, 4-5 times earnings.

I've been following for two years and recently decided to take a position in it.

FWIW,
Ron



To: James Clarke who wrote (8456)10/1/1999 2:25:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78576
 
Jim. MBI/ABK. FWIW. Adding to MBI as it goes to new lows. Ambac dropping also as you are probably well aware. I may switch over to ABK if it drops to your low 40 buy price. Paul