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


To: jeffbas who wrote (7177)5/17/1999 5:00:00 PM
From: cfimx  Read Replies (1) | Respond to of 78464
 
>>2 1/2 shares of stock for 1 and sold CSE that the synergies at that price would have caused both stocks to rise dramatically. THAT is a Buffett deal that makes sense for the balance sheet and both companies' shareholders. Had that been done, CSE might now be the same price and NH several points higher.<<<

you don't know if they would have RISEN DRAMATICALLY because you don't know what the combined company would earn on a per share basis, based on a more than doubling of the nh share count. If you do know what "new" nh will earn on a per share basis based on over 330 million shares out, please tell us. Because the shares WILL and do trade on that expectation, and not because you think there is "synergy." What are the numbers?

with all due respect...



To: jeffbas who wrote (7177)5/17/1999 8:32:00 PM
From: Ed Pirtle  Read Replies (3) | Respond to of 78464
 
It seems to me that AAPL is incredibly undervalued when you consider its industry performance in the last 12 months and its PE is a measly 14... I think as the day traders mature and value becomes more important, its cap will increase by 200% to 300% in the next 12 months. "Wintel," while dominant has too many players fighting over the bone. I strongly believe that visionary companies will prevail, don't you???