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Strategies & Market Trends : Value Investing

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To: Jeff Maresh who wrote (1679)8/13/1997 9:02:00 PM
From: Scott Mc   of 78879
 
Are any of you willing to reveal your portfolios,
>or at least the stocks you're holding, buying,
>selling, and considering in this market.

Most of my positions are Canadian and would not be familar to you, my US positions which I have held for over 1 year are..
1. Beazer Homes (Convertible Preferred)..Safe and 8%Div+20% CapGain
2. Eagle Hardware(Convertible Debenture) partially hedged with shorts..(safe and 10%+70% cap Gain)

No surprises based on my posts, both selected by reviewing Hoovers fastest growing profitable companies and the finding companies with attractive convertibles.
Scott

PS: While the market seems high, I believe a lot of it has to do with the Index funds there is still a lot of value out there when you look at long term interest rates under 7%. Lets face it the money keeps pouring in...
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