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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10273)4/2/2000 12:02:00 AM
From: peter michaelson  Read Replies (1) of 78695
 
I regret having missed the run-up in ELAM from the $4's to the $8's. Guess that one fell off the radar screen.

I'll look forward to getting to that level again before buying. I'd just feel too burned to get in at $6 when it was a $4 stock for months and months.

I am highly skeptical of cash in managements' hands - in fact in anyone's hands but my own.

Anyone here familiar with MediaLink - MDLK? It has dropped off a cliff lately - has a 25 PE, 1/5x book and an internet story.

thanks , peter

BTW, I haven't been able to get that Modigliani interview out of my head all week.
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