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


To: Paul Senior who wrote (12929)8/9/2001 1:05:54 AM
From: Bob Rudd  Read Replies (2) | Respond to of 78748
 
FLA: Don't they have some assets worth a lot more than shown on the books? Without a substantial asset play, it looks pricey...but that's a real quick glance. With an asset play, the issue shifts to how much [margin of safety] and/or catalysts. I recall the Mutual Series crowd was trying to unlike values last year...looks like they didn't do so hot. What's your take on the asset values?