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


To: SI Bob who wrote (29231)12/13/2007 1:13:58 AM
From: Paul Senior  Read Replies (1) | Respond to of 78710
 
SIBob, yes, always a valid question or concern ("What are we missing?") when a complicated and diverse business like ACAS tumbles along with other stocks that also have words like "loans, mezzanine, CMBS" associated with them.

I continue to hold all my shares. I am hoping management has had the savvy to prevent a debacle from happening with the loans they bought or made, or the leverage they've employed in doing such. To date, management's record has been good (afaik); I hope it continues.