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


To: James Clarke who wrote (10255)3/30/2000 4:18:00 PM
From: Archie Meeties  Respond to of 78688
 
Yes a friend of mine has been SEG since 97.
We continually debated why the market couldn't value its VRTS stake.
What I said;
Hard Drives, just another depreciating commodity.



To: James Clarke who wrote (10255)3/30/2000 9:43:00 PM
From: Paul Senior  Respond to of 78688
 
Jim Clarke (or anyone else): Has anybody here looked at EFS? Seems like it's in the same business as ABK and MBI which have both done well lately.

This article about EFS' alleged undervaluation caught my attention.

biz.yahoo.com

Plus some of the financials look pretty good (profit margin, p/bk, increasing revs)

stocksheet.com

Lots of bashing on Yahoo though

I have no position-- just seeking information.

Paul S.