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


To: Paul Senior who wrote (15903)12/5/2002 8:54:16 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 78708
 
I am looking for some ideas on adjustments to evaluations. I own USU and Moodys downgraded their senior unsecured debt one notch. Would someone share with me their technique for adjusting fair value when this happens.

TIA



To: Paul Senior who wrote (15903)3/6/2003 1:26:51 PM
From: Paul Senior  Respond to of 78708
 
I'll add BSU to the home builder stocks I own.

Small builder, higher p/e than most with p/book somewhat lower - although not as low as I'd like to see for a buy.

I'm interested in the company for these reasons:

1. the relatively large number of lots they own/control in constricted high demand markets,

2. insider buying

biz.yahoo.com

biz.yahoo.com