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Non-Tech : Barnes & Noble (BKS)

BKS 6.490

0.0%

Aug 19 5:00 PM EST

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To: agent who started this subject	12/31/2003 5:42:09 PM
From: tktrimbath	of 1691

an informal semi-annual synopsis of BKS INTRODUCTION My semi-annual stock synopses are a task I give myself every six months where I review for myself our stocks. This is not a proclamation of truth but a chance for me to record my thoughts, pass them along, and learn from others who might know more than me. I hope you find these words useful. Note that I strongly believe that for a short while, a stock and the company can have two completely different stories and understanding that difference is where an individual investor can find an advantage. BKS Market Cap $2.2B BKS continues to do a good though not stellar job, but it is a long term company and investment so I don't look for flashy management. I applaud the moves with the internet reasborbtion and wonder how it will affect the balance sheet a couple of years out. The fundamentals that I track look cheap but the stock is lethargic. I will HOLD but could SELL if I needed the cash and might BUY if I thought the analysts were overlooking the benefits of the BNBN acquisition. Evidently I am confused about where to go with this one. Well, that is one reason to do this synopsis every six months: to identify weak points in my investment strategy. DISCLAIMER My wife and I are LTBH (Long Term Buy and Hold) with a strong emphasis on the H. Our total churn for 2003 was to buy two or three stocks back in March and haven’t sold anything for over a year. I am NOT a professional investor or an expert in any of the topics I discussed, but that is the nature of most individual investors. I undoubtedly overlooked something great about each company and also missed some warning signal. I invest with the knowledge that no company is perfect and realize that risk and chance determine future performance as much as in-depth analysis. Of course, it has worked so far. I have been investing for over two decades and continue to learn how much I don’t know. Good luck to all.

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