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

To: rjm2 who wrote (11395)	11/3/2000 8:04:41 AM
From: valueminded	Respond to of 78633

RJM2 Agree with you on Movi, had picked some up earlier and have been trying everytime it gets near three to pick up more. Discounted cash flow would seem to support a value of ~7 assuming no growth. Book about 5 & they are aggessive in their stock repurchases. I have kids and would agree with their assessment that the playstation 2 is going to drive rentals up winter quarter. Dont know if you like reits or not, but one that I have been interested in off an on is SNH. Only drawback is the management structure. I am encouraged that management doesnt appear to be taking advantage of it, but unfortunately, the structure is geared towards maximizing management income not shareholder value.