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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (19211)	5/12/2004 5:36:08 PM
From: Paul Senior	Read Replies (2) of 78670

Bob Rudd, thanks for the link. Nice article, and of interest to me. I found a couple of stocks in there that I'll now consider more closely. That'd be RSC and Speckulatius's pick of TND. Other stocks mentioned there have been mentioned here previously - I just find it hard to step up to them at apparently higher prices now. For example, FL, Grommit's ROST, BONT (mentioned by several). Sorry I missed these. Fwiw, I'm underwater in positions in ACAI and OCA. I've been considering adding to FDP. I still have some NTZ. I have auto retailer GPI too. (Also four others in this narrow sector - although no AN. A couple are micro micro-caps, and I've been adding there occasionally.) As regards home builder PHM which was mentioned, I still have all shares, but my favorite at current price remains BZH, and I've been adding small to my position (including a purchase today).

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