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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (15412)9/11/2002 1:33:22 AM
From: Don Earl  Read Replies (1) of 78685
 
Paul and everyone,

Thanks for the interesting lists. I thought CPAK, NSI, QTRN and VCLK were worth adding bookmarks. AAPL is one I've always thought well of on fundamentals. I've also thought it would play well as a rolling stock, but have never been able to muster the amount of faith to buy when it's most hated. I've looked at VCLK quite a few times, liked the cash, but couldn't talk myself into buying it. I've also got PRXL and FILE bookmarked. I think they were mentioned on the thread not too long ago. I've also been watching RETK drop like a fat rock for the last few months. I like the fundamentals, but don't care for the way it keeps making new lows on almost a daily basis, plus I still can't decide if it's a value play, and if it isn't, at what price it would be. Whatever. GT and a few others looked interesting, but I'm still staying away from heavily leveraged issues. Thanks for the feedback.
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