SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Area51 who wrote (19352)6/24/2004 1:21:02 PM
From: Paul Senior  Respond to of 78525
 
Area51, you could be right. ALD has a longer history and track record than ACAS; I agree with you that investors discount ACAS a little because of that.

To me, it's not a matter of which is more undervalued. They both seem to offer good yields and a chance for some capital appreciation. I own both. ACAS seems to me relatively undervalued compared to ALD, and so I have made it my larger position.