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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13721)	1/17/2002 6:57:28 PM
From: Dale Baker	of 78911

Since we are all catching up here: Bought FRT today, a Washington area REIT that does interesting "main street" developments along with the usual big box shopping centers. APFC - an offbeat play in defense, they make elements for rocket fuel and other chemicals for fire extinguishers and airbag systems. GTIV - healthcare play selling under book value with no debt. ADS - solid play in transaction data processing. FF - First Financial Fund ETF, outlined in Washington Post recently. Still like NFI and added on the dip today (caused by one large block seller who crashed the price), also love WM, adding shares to my calls. Picked up SAFM from Paul's earlier value play list.

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