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

To: Madharry who wrote (11394)	11/2/2000 8:30:02 PM
From: rjm2	Read Replies (1) \| Respond to of 78628

MOVI & NICH both seem to be darn compelling values. MOVI has a lot of intangibles on their books. Take it away and Take we have a $4.30 book value with $1.50 per share in earnings for the year. Even with it, they will earn 85 cents. This HAS to be worth more than $3.50. NICH earned $1.77 this year, up from 52 cents the prior year. Stock trades at $6 for a pe of about 3.4. This one has been paying out special dividends every quarter, about $1.90 over the last 5 quarters. The reason for this is the president took out a loan to buy other directors stock and this way he can pay it off. Also, they never give any kind of forward looking talk. Blandest PRs I have ever read. Clearly the market doesnt expect the earnings to continue but we have a solid book value most of it in current assets as downside support. I bought this one as a net-net and now its an earnings play. GIII is similarly priced. Very low P/E. Used to be a net-net too. I have taken some of my marbles out of GIII despite the earnings. SPORE still isnt trading. Darndest thing I have ever seen.