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

To: TwoBear who wrote (9761)1/27/2000 11:17:00 AM
From: LauA  Read Replies (2) | Respond to of 78748
 
Is VAR a VALUE stock? As I recall it failed a bunch of first base tests. Congrats on your gain! However, I'm sure the rest of us have such non-value surprises. I did NOT bring COHR to the board - I bought it because it is the largest diversified laser manufacturer that was surviving on its scientific base, and making profit on its hair removal product. I was hoping that its stock price would benefit from its DUV product that competes with Cymer and would get boosted into orbit by it riding the JDSU-telecom mania. It did. It has. It still ain't a value stock. I have to decide how and when to exit the bubble.

Lau



To: TwoBear who wrote (9761)1/27/2000 5:20:00 PM
From: LauA  Respond to of 78748
 
TwoBear - I take back my comment. I looked back. VAR was a spinoff. I had remembered the issues of low profit margins, low ROE, and particularly concerns about the lousy medical reimbursement climate. I had forgotten the point you made about outpatient medical reimbursement and the monopolistic characteristics of their business. I guess - take-home lesson - this was a spinout that accomplished its intended goal for the company and shareholders.

Lau


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