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

To: James Clarke who wrote (2897)6/20/2001 12:41:53 AM
From: LauA  Read Replies (1) | Respond to of 4691
 
re: GX - 'price is what you pay, value is what you get.' I can't value their assets, but I have a pretty good idea of their debt. Suggest that you look at the Moody's, S+P, and Fitch ratings of their debt. The debt may have value. I'm assuming that the first one of these guys to restructure in bankrupcy will gain a competitive advantage. In which case GX could go much, much deeper in price without becoming of much value. (Take a look at the Buffett Cultist rants on LVLT.)



To: James Clarke who wrote (2897)6/20/2001 3:19:13 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 4691
 
Bought ELY today. No, I don't think it has a LOCK or a great MOAT, but it was a pretty good performer for some time and has been stumbling for some time. It looks cheap again and I will see if this could be a better deal than some of my tech picks.

Jurgis - Still eyeing NT & TLAB


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