Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: E Newman who wrote (6105)	2/25/1999 12:52:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78516

E. Newman, re: GML. Too tough for me to figure. Rising sales, okay ROE, low relative pe. But a me-too business (being a direct marketer of office supplies)? Not sure if this is similar to typical distributor companies, but if it is, then I won't pay more than stated book value. At about $15-- up in past months from $9 low, and with bv about $8 or tangible maybe about $6, I'll pass on GML now for what I think might be better opportunities somewhere else. JMO after a 2 min. look. Paul Senior