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


To: James Clarke who wrote (4343)6/24/1998 8:03:00 PM
From: Stewart Whitman  Read Replies (1) | Respond to of 78746
 
James,

I'm with you on NH. I keep buying and it keeps going down. AG is following the much same pattern, but NH still has $5-$6 in cash per share, I believe. NH seems much more diverse and better positioned anyway. Price seems too cheap.

I recall, earlier this year, seeing a news item saying that some law firm might have found a way for Netherlands co.'s to repurchase their shares without paying excess tax. Do you think management would be open to that - are they focused on shareholder value?

Stew



To: James Clarke who wrote (4343)7/26/1998 8:30:00 AM
From: valueminded  Read Replies (2) | Respond to of 78746
 
James

Not to nit-pick but in regards to NH. <If it doesnt go up 10% this week, I need to find another career>

I have enjoyed your picks (and reasons for them) . Please keep up the good work and analysis. I am truly amazed that NH is as low as it is and the internets (read fluffs) are as high as they are.

Any additional thoughts on NH. I got in at 19, and am thinking about buying more if it continues south. My next buy point will be around 15 which at the rate it is going should be there in about 2-3 weeks.

thanks