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


To: voodooist who wrote (30131)2/21/2008 11:27:17 AM
From: Paul Senior  Read Replies (1) | Respond to of 78774
 
GFF, I don't know enough about the company to pencil in the numbers that would show the sum-of-parts value vs. current stock price. Maybe if garage business is sold and/or written down to zero, the new stated book value (vs. current = $15.64) would still be higher than current stock price. And the return on that book with the electronics/defense and niche plastics might be okay/good.

Maybe GFF worth a shot. I remain hesitant though.