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

To: Brendan W who wrote (13002)	8/29/2001 6:32:37 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78774

Brendan, I DD'ed that list and bought some VIAN, with one of the steepest discounts to cash. I agree that the rest were not very compelling. VIAN's chart may be be forming a bottom just over a buck - but nothing guaranteed in this weight class (i.e. total lightweights you can knock over with a feather sometimes).

To: Brendan W who wrote (13002)	8/29/2001 7:01:32 PM
From: jeffbas	Respond to of 78774

TALR is another one at a big discount to cash, which I looked at in detail when it was even lower without getting excited. The problem with most of these companies is that they raised cash at the market peak, but never had a business model that turned into anything. The first question one should ask is whether you think the company would be better off selling out or closing the doors now and liquidating. If the answer is "probably", you can assume that is not the company's plan and should not invest.