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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22878)	12/28/2005 11:33:54 PM
From: Shane M	of 78740

Two of my bigger mistakes in 2005 were in the education sector with CECO and COCO. I've halved my position in COCO but still hold full position in CECO. APOL doesn't seem to have the same troubles that follow CECO/COCO, but I've been thinking all year that the story would start getting better, but no turn in sight - yet. The companies do have characteristics I like, but there's "something" out there that keeps holding them down. I've been fighting the tape a long time with these.

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