Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (3174)	2/9/1998 8:45:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78571

Thanks for your input, Paul, always good to get multiple opinions. You are correct that both stocks require leaps of faith to own (RBD obviously much less so than IPLS due to its market cap). Actually, I think on an absolute basis, RBD is more overvalued than the tiny IPLS. However, I feel that there is substantial value to be unlocked in the RBD franchise. IMO either current mgmt. will accomplish this or somebody else will do this for them. It is no secret that "Chainsaw" Al Dunlap's name has been mentioned in regards to this stock. On another matter, it appears that Speedfam (SFAM) will get smacked today. Just doing a quick perusal of P/B, P/S, P/E , current ratio, and long term debt (0) it might be of interest to us value investors. Good luck and may your investing be profitable.