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

To: KevRupert who wrote (12182)	3/18/2001 4:32:05 PM
From: TimbaBear	Respond to of 78615

Hiya AD! regarding: "Have you used any standard metrics, or online resources, for assessing valuations on real estate operating companies -- or reits -- (i.e., assessed value is not priced into current stock price)?..." No, I have not. These are one of the categories that I would like to get to in the near future. Which are your favorites? The cruise was delightful! Snorkled off of St. Lucia and Nassau, had wonderful, scenic drives in St. Kitts and St. John, fed monkeys in St. Kitts, got a lot of reading done. Had an awful streak of dealer good luck in the casino :~(....overall, just a great time with the family! Haven't run any new value screens since I'm back. I have a list of software stocks that I want to finish evaluating, but I'm having a hard time marshalling the discipline, my mind is still on Holiday! On the general list of stocks that I've already evaluated, when I plugged in the current prices, CMGI, CNET, COOL and CEGE have now reached NetNet status. CMGI is suspect because I think a lot of their former asset holdings value has declined sharply, so they may not be a NetNet when that is factored in, additionally, they are cash flow negative, so I won't be looking at them again while I'm pressed for time. I would think that CEGE and CNET might offer some promise, but I would have to go back through my notes to verify that, and I haven't done so yet. Timba