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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10238)	3/28/2000 3:02:00 PM
From: Madharry	of 78717

I know we discussed FTL and the possbility that it might be better to own the bonds than the stock. wonder if anyone ever bought the bonds. I guess when you own a portfolio of a couple of hundered stocks you can take more chances- I am more of the Bash philosophy but lack his attention to detail so I focus on 25 or so, and try to watch them like a hawk. I recently purchased more VARL a stock that I mentioned before and I think all signs are pointing to good things happening there although it is not a value play except in the sense that it is in the wireless field and actually has earnings. I also picked up shares today in ASIA-asia info an IPO which I hope is headed for good things.

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