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


To: Shane M who wrote (994)1/19/1999 12:46:00 PM
From: Chuzzlewit  Respond to of 4691
 
See exchange2000.com

for a discussion of the article. It was precisely these kinds of intangible "non-asset assets" that prompted VOD to buy ATI and LU to buy ASND.

TTFN,
CTC



To: Shane M who wrote (994)1/22/1999 6:10:00 PM
From: James Clarke  Read Replies (1) | Respond to of 4691
 
Just noticed that Ralston Purina is back in the 20s again. That still looks like a very nice entry point to me. Mattel is testing its lows. $21 and change sounds about right for that one too, despite (though the price, as always in these situations is because of) the bad news. (Lego's announcement today in the WSJ). These aren't steals, but in this market I think they're the best we're gonna get on large cap stocks.

JJC