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

To: Madharry who wrote (3758)	4/4/1998 7:22:00 PM
From: Robert Hoefer	Read Replies (2) \| Respond to of 78525

TBR: Telebras. Armin, you mentioned TBR in passing, and I wonder if you would elaborate. I read an article about the breakup in June of TBR into 10 (12?) companies, with the suggestion that some of them would be darlings and some dogs. The scoop was that the big money would be afraid to jump in until after the split, so if you get in now, it's a bargain. I think I saw that scenario in Hanson Plc. (HAN) before it demerged (into HAN IMTBY MCH TEG).The price dropped to amazingly low levels before the split and it stayed down for maybe 6 months afterward, but it may be heading for a happy ending. Same deal with TBR? All opinions and comments will be appreciated.