tag:blogger.com,1999:blog-7294165939647321702.post3596842692908920397..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Value Play Potential: GSI Group Inc.Saj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7294165939647321702.post-82502061440579228922008-10-05T21:34:00.000-04:002008-10-05T21:34:00.000-04:00Two other possible net-net value plays are liquida...Two other possible net-net value plays are liquidation World and Daniel Leather. Both trade on the TSX and are retailers. The only problem is that inventory is the biggest asset in the current asset account and it is difficult to determine what the appropriate discount factor to use. Any suggestions?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-29111058241665204442008-10-05T16:07:00.000-04:002008-10-05T16:07:00.000-04:00I looked into GSIG a bit, and the attractive cash ...I looked into GSIG a bit, and the attractive cash balance is going to go poof when they acquire Excel Technologies. They are also taking on some debt for the transaction.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-33720874069546885852008-10-05T14:47:00.000-04:002008-10-05T14:47:00.000-04:00I would also suggest looking into Sycamore Network...I would also suggest looking into Sycamore Networks (SCMR). I am conducting some preliminary research on the company. TAVF recently purchased it for its value fund. It currently trades slightly above the cash amount, net of liabilities.<BR/><BR/>RyanAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-88445851663434336642008-10-05T10:40:00.000-04:002008-10-05T10:40:00.000-04:00Good analysis and thanks for the link!Good analysis and thanks for the link!Yes and Not Yeshttps://www.blogger.com/profile/10487880151601872348noreply@blogger.com