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  • Why Lampert Invested in Acxiom [View article]
    thanks - this is very conservative analysis, one that doesnt even factor in a rebound in the economy - not exactly how sure you can be of a company doubling/tripling in a rebound.

    nevertheless, i dont think the economy will rebound that strongly anytime soon - you should look towards asia for those type of opportunities where companies still trade close to cash on their books (CGA, CFSG as examples - AOB is one that hasn't budged much yet)
    May 21 08:52 am |Rating: 0 0 |Link to Comment
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