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

To: Paul Senior who wrote (6520)4/1/1999 1:01:00 AM
From: Walter in HK  Read Replies (1) | Respond to of 78778
 
CTZ Paul I think a good one - Thanks for post.

One can not tell from the 10K what type of securities the subs hold, this is just one Consol Bal Sheet. Did you find anything anywhere ?

The CEO is a former Bus School Dean, may be good but "no assurance". Often spin-offs do well, out from under the stifling parent.

Interest rate swaps - I don't know why they do that. The banks make the money and they can get burned.

Basically a Bond fund with 15 % discount, unrealized gains 80 M ?

Do you know why they went down a few weeks ago ?

Wish I had seen it earlier. Will check your posts

Walter in HK



To: Paul Senior who wrote (6520)7/18/1999 2:06:00 PM
From: Allen Furlan  Read Replies (2) | Respond to of 78778
 
Paul, re ctz. Did you do any research on Stewart Info Systems when you were looking at ctz. Company is also title company with an added kick as being technologically astute. Selling at book. Re this weeks Barrons. I will be starting my dd next week but wondered if you had looked at yet?


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