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

To: Kent J. Davis who wrote (3715)4/1/1998 2:36:00 PM
From: Alejandro  Respond to of 78986
 
Kent:
My model says it should be a $5 or $6 stock. Price to book is then 2.56. To get to .5 the price would be $1. Based on my non-scientific formula that is. I will pay more mind to book. Of course, if i find an undervalued one, I look in the fundamentals etc for the reason.

Two examples of undervalued stocks that this formula noticed some time ago, were Nortek and Fieldcrest. Nortek had about $9 cash per share and I think was at 11. Fieldcrest was down waiting to see where cotton would end up.

Thanks.

Ali



To: Kent J. Davis who wrote (3715)4/1/1998 9:51:00 PM
From: Investor2  Read Replies (1) | Respond to of 78986
 
You seem to place emphasis on book value in your fair value assessment. How do you determine whether a company's assets are being carried on their books at amounts much higher than their true value? An example of this recently in the news is WMX. WMX was carrying assets on their books at dollar amounts way too high and it is now catching up to them.

Best wishes,

I2


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