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

To: Sergio H who wrote (706)	12/17/2002 4:31:22 PM
From: Crossy	Read Replies (2) \| Respond to of 23958

Godot, yes, I take them directly from the most recent 10Q and 10K and then I adjust them as any prudent investor should do - subtracting goodwill (an acconting "gimmick"), adding back "Reserves" which are a guestimate on the future. If you know about the effects of transaction on balance sheet to some extent it's easy even to try to model the effect of strategic transactions. In IPSUs case, my guess is at least $3 addition to bookvalue per share with the most recent 2 asset sales.. rgrds CROSSY