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

To: Tapcon who wrote (31171)6/13/2008 3:33:50 PM
From: E_K_S  Read Replies (1) | Respond to of 78753
 
It looks like he made his money at Mesa Limited Partnership in the late 80's.
milkeninstitute.org

From the article"...During his affiliation with Mesa through 1988, Batchelder led the team responsible for Mesa's investments, acquisitions and financing activities...."

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He must be very positive on HD with that kind of scratch on the table. Edward Lampert also has been buying the stock.

I guess at some point you have so much money that a few million is just noise. $191 million to me is more than noise. There was some rumor that Buffet was sniffing at HD.

Last time I did the analysis in 1998, HD's real estate (market value) was worth about $17/share but they have a lot more debt now and I think they split the stock too.

EKS



To: Tapcon who wrote (31171)6/26/2008 4:14:54 PM
From: E_K_S  Read Replies (1) | Respond to of 78753
 
Upped my small position in HD. Stock seems attractive below $25 but there still seems to be more sellers than buyers at this level. I am hoping that as the 3qtr begins next week, there will be some large institutional "value" buyers that will find this stock attractive. The stock yields 3.6% which is better than my money fund.

I am waiting for those rebate checks to get spent and some of that money ($106 Billion) should find its way to HD.

EKS


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