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


To: Q. who wrote (8849)11/2/1999 11:21:00 AM
From: Daniel Chisholm  Respond to of 78627
 
FRDM and HOLX: let me guess: these must be your two mystery net-nets that did not appear in Mike's list

Oh boy, this is fun! Oh, the drama of Value Investing ;-)

- Daniel

P.S. I saw Loewen (LWN) turn up in either Mike's or Dee-Bar's screen. This is of course yet another admonition to use screens as a starting point for further digging - I am short Loewen, and convinced that it will go to zero, even after yesterday's spike on their Q3 earnings release -- "we made money (if you don't count the interest on our debt we'd have to pay if we weren't in Chapter 11 right now)". Quality of earnings I say, now them's quality earnings... ;-)