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

To: Daniel Chisholm who wrote (5022)	9/18/1998 9:34:00 PM
From: Shane M	Respond to of 78476

Daniel, It's OK with me if you post this kind of information here. Interesting argument that gives me alot to think about because I'm actually thinking of buying into a similar situation (RDHS) right now. Growth financed through secondary offerings. Wish I was better informed to comment, but sadly I'm not. Shane

To: Daniel Chisholm who wrote (5022)	9/18/1998 10:20:00 PM
From: Shane M	Read Replies (1) \| Respond to of 78476

Thread, Thought I'd mention this. I was running a net-net screen and a few bigger companies are starting to appear. Some of these are: Silicon Valley Group (SVGI) semi-equips $10 3/8 Speedfam (SFAM) semi-equip $13 3/4 Oak Technology (OAKT) semiconductors $3 Sequent Computer (SQNT) computer hardware $7 1/2 Kinross Gold (KGC) gold and silver $2 Carmax (KMX) retail (used cars) $6.50 In Focus (INFS) computer peripherals $4 1/2 Brooks Automation (BRKS) semi-equip $9 (Warning; The information in the database I use is somewhat dated - including price information. Sometimes it is outright wrong. Verify for you own use.) The market caps on these range from $90 million to $330 million. This is a totally different breed of net-net than the microcap that has been showing up until now. USU is also showing up as a net-net with net curr assets less liabilities of around $19/share. But I am unable to find a recent balance sheet to confirm. Jim, can you cofirm or deny this? The 3-3-98 balance sheet shown in the database has $2.9 billion of current assets and $1 billion of total liabilities on the 100M shares. The number of semiconductor companies showing up is leading me to examine the semi-equip sector again in light of the somewhat more upbeat recent view of PC demand. The "Semi-Equips: Buy when blood is running in the street" has some posters who are on top of the industry and have a value slant on things. Shane

To: Daniel Chisholm who wrote (5022)	9/21/1998 7:05:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78476

Short SBUX: I think any investor is well served by learning to analyze stocks from the short perspective. It helps to have methods to answer the question: What might be going wrong here? Two good books in this area are Kathryn Staley's Art of Short Selling and Howard Schillit's Financial Shenanigans. That said, I would doubt that anyone on this board would consider SBUX a value stock on their look-to-buy list.