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

To: LauA who wrote (9405)	12/23/1999 12:26:00 PM
From: Paul Senior	Respond to of 78486

FWIW, bringing to your attention AWX. Nice net-net imo. Starting a small position today. My buy decision is based on balance sheet numbers, not business prospects. Stock sells at 2/3 net-net, about 1/3 of stated book, and below cash. No ltd, but some major capital expenditures are planned in '00. Paul

To: LauA who wrote (9405)	12/23/1999 2:03:00 PM
From: LauA	Read Replies (1) \| Respond to of 78486

I've got more dumb questions about BRK.b. On the Yahoo message board, it was suggested that the company could be buying back shares. Someone asked if they could do this without announcing it. Is that an issue? Further, they suggested that such buying would be done after the first hour the market is open and cease the hour before the market closes - which would comport with the bid #'s that I have seen on etrade. Is this too simplistic? Lau