SI
SI
discoversearch

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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (753)9/6/1998 12:49:00 AM
From: Ken Brown  Respond to of 15132
 
I'll add that I thought that the Discussion of Dell's valuation interesting, though Ken Brown on the other thread lists the book values that show Dell is still a bargain compared to the internet companies, but still way too high!

Actually, it was this thread. :) I'm not sure it shows DELL is a "bargain" - they're all ridiculously priced. But Bob knows that the internuts, DELL, MSFT, INTC, CSCO, etc., are not trading based on book value. I was surprised he would even bother mentioning that. It's cash flow & earnings (well, except for the nuts), and I know he knows that a heck of a lot better than I. Odd.

Ken



To: Kirk © who wrote (753)9/6/1998 6:39:00 AM
From: Justa Werkenstiff  Respond to of 15132
 
Kirk: He mentioned several times not to have valuations more than 4% in any company unless you work there then it is 10% max. I might consider this when HWP goes back up! 8)"

I thought it was interesting that he said he viewed the 4% rule as applicable to all stocks at market value and not cost.

Look forward to any prize offerings you might have at your site for the summary <G>.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News