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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?


To: JakeStraw who wrote (4463)6/20/2001 9:28:04 AM
From: BWAC  Respond to of 5499
 
<According to Greenwald, value comes in three tiers. The first and easiest to calculate is asset value, where Graham focused his efforts. But Greenwald goes beyond the balance sheet and measures ``reproduction cost,'' or how much a potential competitor would have to spend to get into the business. In his view, most companies are worth the reproduction cost of their assets — no less, no more. The challenge is to get a fix on this number and buy when share prices dip below it. >

I sure see a whole lot below even this level. WCOM for example. GX for another. MCLD. GLW. ADCT. TLAB. LU. ET. AMTD. NITE. KLIC. APCC. ERICY. LPX.