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

To: James Clarke who wrote (9403)	12/23/1999 10:38:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78486

James, your last point on EBSC is well-taken. While the numbers do speak for themselves, traditionally, when the value is realized in one of these "net-nets" is often uncertain. Having several activist shareholders with half the stock (and mgmt with little), is a little extra margin of safety that EBSC has over others on your list, or that we discuss. It would be nice if the whole quarter's sales were up 6.5% (only November reported so far). Then they would blow the numbers away and we would not have to "work" real hard for our gains.