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

To: Paul Senior who wrote (3057)7/31/2002 5:00:22 PM
From: OldAIMGuy  Respond to of 4691
 
Hi Paul, WOW!!! Big discount!!! I'm glad I chose to leave the investment of SEE back about a year ago. Now I'll have to go study it more seriously. If everyone hates it, then sometimes I find something to love.

Best regards, Tom



To: Paul Senior who wrote (3057)7/31/2002 7:57:04 PM
From: 249443  Read Replies (1) | Respond to of 4691
 
re: SEE

Paul -- Bob Olstein had an interesting column a couple of years ago stating that how he avoided true value from a false value. SEE was the example. Bob performed a significant amount of dd and determined that the asbestos exposure was too much of an unknown.

It is an amazing decline today. Do you have any opinion of SEE at these levels?


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