tag:blogger.com,1999:blog-7294165939647321702.post8734885436371701675..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Completing Your Diligent ResearchSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-92130568042249805092010-07-19T14:55:49.277-04:002010-07-19T14:55:49.277-04:00Hi Paul,
I thought your question deserved its own...Hi Paul,<br /><br />I thought your question deserved its own post, so I've summarized my thoughts on the subject here:<br /><br />http://www.barelkarsan.com/2010/07/to-grow-or-to-buy-shares.htmlSaj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-60862216007287334072010-07-17T10:45:39.767-04:002010-07-17T10:45:39.767-04:00I really hope Nu Horizons can pull a rabbit out of...I really hope Nu Horizons can pull a rabbit out of the hat and not end up losing lots of money. Losing 35% of their sales (Xilinx and Sun) and having to deal with expensive ABL financing now may be the beginning of the end.<br /><br />lets hope not.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-39378812072455387132010-07-16T08:06:23.493-04:002010-07-16T08:06:23.493-04:00Saj,
In the post you say "This isn't nec...Saj,<br /><br />In the post you say "This isn't necessarily a bad use of cash, but for the value investor who sees this as a risky use of his funds, the message is clear: stay away." However, you're still positive on the business?Paulnoreply@blogger.com