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

To: Andrew who wrote (12243)	4/2/2001 12:26:34 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78748

Andrew: 'crg/rdge looks better today' Beauty is in the eye [analysis] of the beholder. You have probable analyzed this more deeply than anyone on the planet [given the paucity of coverage] outside the co. As such, I'm sure you're far more attuned to it's well-hidden beauty. I would be more interested if the value were clear to a more casual reader of the situation. This is what most value scanners will do, IMO. Given the concentrated ownership, takeover is unlikely to unlock the value [This will also exclude it from many screens seeking to avoid concentrated ownership] The funds that own this are nearly all indexers - so active managers aren't tuned in. No one covers it. So even if this is a great value, it seems doubtful anyone other than you recognizes this and bids up the shares. I really hope this works out for you, because you clearly have time and pain invested in it...but I'll tend to look for situations where the value is a bit more recognizable. Good luck, Bob