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Strategies & Market Trends : Value Investing
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To: studdog who wrote (2996)1/10/1998 11:07:00 PM
From: Paul Senior   of 78728
 
Karl C. Wenner: re your finds. I'll give you some feedback. Seem like these stocks are better than some of your last year's mentions. Or at least closer to my way of thinking -g-. I wouldn't be surprised to see a package of tech stocks such as you've selected do very well overall (that is, CY,CS, and KLAC). I too am trying to do this. (You might want to check out NTAIF mentioned by Paul K. in a recent post here. It would be a typical value stock - and might do well as part of a package of diverse tech stocks. I own it, but I bought at higher prices BA (Before Asia -g-). Tough part of holding a package is that one has to have the fortitude to endure.
Morrow Snowboards seems like it must've shown up on some sort of value screen. If they can't sell their product (sales have decreased), and their inventory is their product, then I wouldn't want to assume that book value provides either a margin of safety or a decision point to buy/sell the stock. Rainforest almost similar. Apparently 3 of their restaurants (or whatever they are called) have had decreasing sales. Article out somewhere - Motley Fool? - where author asks something about just how many customers will continue to buy their profitable gorilla t-shirts that they sell in these places? My point: maybe there's a good reason why this stock is down and might stay down. For me, forward pe of 13 for this co. is too expensive. Again and always-- JMO, and I've been wrong many, many times and unfortunately - recently, recently. -g-. Paul Senior
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