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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (1491)	7/6/1997 8:26:00 AM
From: Ron Bower	of 78717

James, After I made my post about being fully invested, I realized that you are taking a position I took about three weeks ago when I took profits and built cash. Then I began seeking new buys in other sectors. I now am fully invested in new positions and waiting for earnings reports, yet reviewing daily towards selling. I pay very little attention to market trends because the holdings I normally have aren't effected. If one buys on value and sells on overvalue, the market trends will have little effect. Each stock must be looked at individually. I've moved out of the techs, oil & gas, and all manufacturing except for two - one in China and the other in Mexico. Most of my money is now in financial sector because of the profits, earnings, and acquisitions. (Largest holding is SWST bought 3 weeks ago at 15.75.) MO - Value investing means not worrying about market trends. Ron PS - I've found two stocks of interest I likely would buy but can't so I'll throw them out for consideration - IOMT and BOTX. IOMT is a watch because it should show weakness from an estate selloff. I just feel BOTX undervalued.

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