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

To: Maya who wrote (2696)	12/7/1997 11:13:00 PM
From: ted birnbaum	Read Replies (1) \| Respond to of 78594

LUKN - as a value play it has merit and I think it has made its bottom at 2 and bounced off. Trailing PE : 17 Forward PE : 4 Book Value : 2.81 Case Per SH : .04 Price to sales: 1.07 Rated with 2 strong buys. Low Float 1m shares, and thinly traded Avg Vol ~20k per day

To: Maya who wrote (2696)	12/8/1997 12:24:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78594

Maya: interesting way you have of valuing companies. Technology dollars invested (spent) become an asset. Somebody else - one of those medical technology letter writers or portfolio managers I think - does it based on technology spending over 5 years. Well why not? Those companies don't have any sales or earnings mostly. Now the added twist is that you value the people and the board at 50c per share. I like that. Looks like 180 people per Yahoo report. Let's see. With 5 top American CEO's on the board, how can I apportion the 50c per share? How about 2c for all the people and 48c for all the CEO's and the others on the board? No that can't be right. I want it allocated so that the more people they hire the more the 50c grows. No, it's probably better if I do it for a stock I own like APM. I'll just calculate all the money they put into R&D and add it back to book value. Surely too, I could add a few c per share for all the people they've got on their board too. I like it -g-.