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


To: gcrispin who wrote (30927)5/13/2008 1:43:59 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78628
 
NTWK: You realize that they recorded 1,240,808 income on sales of subsidiary shares? If one subtracts this, their income is barely positive...

I hold very minor position in NTWK thanks to you, but I would be careful about buying more now.



To: gcrispin who wrote (30927)9/18/2008 4:42:33 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78628
 
I got rid of remainder of NTWK today. I did not like their complicated accounting structure. It is still not clear to me which line in the income sheet is their true net income. Of course, the press release pushes that the largest line counts, but I am not sure.

I added to ACTS, BSIC and WH today. Sold some ACAS on the runup to $23. ACAS is possibly a hold or a buy here, but I am not sure.