Try to look for weaknesses in your thinking.
We basically followed the idea of buying comapnies selling below working-capital - at two thirds of working-capital.
If the market is so cheap, you want to get something with a little more zip in it, or potential.
Earnings can change dramatically. Usually assets change slowly.
You know, people tend to like to buy companies that are doing well.
Most look at earnings and earnings potential, well I can't get into that game.