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


To: Allen Furlan who wrote (6933)4/24/1999 9:21:00 PM
From: Paul Senior  Respond to of 78628
 
Allen Furlan: Thanks,that's what I wanted to come back to follow up on. Looks like I was too slow :>(
again :>(

I'll track it; if it drops back to low 23 area with no news, I'll take a position if I can get it.

Your IR contact says deal completion in June (from Mar. announcement). That seems optimistic to me. (But I'm no expert with these things.)

I checked my Graham book again. Can't figure out what value investors call these type of deals. "Special Situations" or "workouts", I think.

Paul.



To: Allen Furlan who wrote (6933)5/18/1999 11:49:00 PM
From: Paul Senior  Read Replies (2) | Respond to of 78628
 
re: Case. Is it a "reasonable" buy now?

(Allen, very nice call imo on AATI. Seems to be working out as work outs should. Sorry I missed it.)

Allen (or others interested): What does CSE look like now at 7 points away from $55 cash buyout. Management says they are confident of the deal going through (of course). One analyst says CSE stockholders may have to wait until Oct/Nov to see the cash. Paul