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


To: Paul Senior who wrote (20010)11/1/2004 11:39:55 PM
From: Spekulatius  Respond to of 78659
 
I agree on C that it looks like a reasonable value right now - i also own a small position acquired at 44$. There are almost certainly other skeletons in C's basement but a few 100M$ in fines would be nothing for this behemoth. What would really worry me as a C shareholder ? An international crisis like Asia in 97/98 or the American consumer starts to default on credit card debt. Everything else is pretty much noise, IMO.