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Strategies & Market Trends : Value Investing

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To: valueminded who wrote (17753)	9/25/2003 1:59:38 PM
From: David	Read Replies (1) of 78912

Chris: Sold 80% of my BAMM holdings today. Mixed feelings about the sale. Feels like I left money on the table, but maybe not. The company steadily strengthened over the period of time that I was holding it and might hold greater potential after the Crowne Book purchase and company store openings over the past several years. They might have taken a short term hit on earnings to finance expansion that I believe might start kicking in in the next year or so. Also, tail winds of a better economy might help out. I look forward to purchasing BAMM shares again if there is a crack in the market for their shares like the one 2 1/2 years or so again.

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