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

To: Paul Senior who wrote (29695)	2/12/2008 4:30:33 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78464

Added to [t]ASFI[/t] after yesterday's report. I don't see anything very bad with the business as the stock is getting beaten below book and again. Of course, investors are clearly expecting huge write-offs of their assets in the coming few quarters. Leverage is a bit troubling, but so far the company is holding really well. Got rid of the rest of [t]LIZ[/t], and [t]CHS[/t]. Not sure about their future, so hasta la vista.