Tapi yang dibilang Benj. Graham itu termasuk hutang jk panjangnya 
lho ...

jadi beli kalau

Market Cap < Current asset - (Hutang Jk pendek + Htg jangka panjang)

Sehingga kalaupun bangkrut ..... Bisa dapet Fix asset gratis .. 
geeetu katanya.


--- In [email protected], Marlow Riza <[EMAIL PROTECTED]> 
wrote:
>
> Ini teori nya benjamin graham tentang value investing
> marlow Riza
>  
> 
> 
> 
> ----- Original Message ----
> From: vividtrader <[EMAIL PROTECTED]>
> To: [email protected]
> Sent: Tuesday, October 14, 2008 4:09:39 PM
> Subject: Re: [obrolan-bandar] TRUB AKHIRNYA
> 
> 
> buku panduan investasi Pak Marlow apa ya?
> regards,
> vivid
> 
> 
> Pada 14 Oktober 2008 16:05, Marlow Riza <qmanagersui@ yahoo.com> 
menulis:
> 
> Buku panduan berinvestasi saya mengatakan bahwa perusahaan wajib 
beli jika
> Market cap < (asset lancar - hutang lancar)
> untuk truba (base on lap keu q1 2008)
> 
> Market cap    = 1.4T (harga 92)
> asset lancar  = 4.1T
> hutang lancar = 0.9 T
> 
> artinya wajib sekali dibeli...
> apalagi posisi kas nya 1.2 T ditambah setara kas 0.5 T sudah 
melampaui market cap..
> 
> saya juga ga ngerti kenapa dijual.. ap ada yang salah?? atau 
disembunyikan? ?
> 
> Marlow Riza
> currently not invest in truba
> 
> 
>  
> 
> 
> ----- Original Message ----
> From: JsxTrader <[EMAIL PROTECTED] com>
> To: obrolan-bandar@ yahoogroups. com
> 
> Sent: Tuesday, October 14, 2008 3:08:04 PM
> Subject: Re: [obrolan-bandar] TRUB AKHIRNYA
> 
> 
> ada yg bisa kasih advise FA truba?? naksir nih...
>  Salam,
> JsxTrader 
> 
> 
> 
> ----- Original Message ----
> From: Mo_Cuan <[EMAIL PROTECTED] com>
> To: obrolan-bandar@ yahoogroups. com
> Sent: Tuesday, October 14, 2008 14:57:53
> Subject: [obrolan-bandar] TRUB AKHIRNYA
> 
> 
> hehehe akhirnya TRUB AR kiri....
> selamat-2... kalo gini tunggu di 50 aja deh bareng KIJA, SIPD, 
POLY MYRX
> CNKO dan kawan-2nya
> BEI emang specialist gocap :)
> 
> ++++
> mo cuan demen kok saham 50an
>


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