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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (4663)8/16/1998 7:36:00 PM
From: Investor2   of 78648
 
RE: "Kelloggs I would wait for the announcement of a price cut - the company is sick."

I'm a long-term holder on K, but I haven't been buying recently. It is getting very tempting again, though.

Re: "Diebold I would be buying below 30."

Another long-term holding, and I have been buying below 30 as you suggest.

Re: "I have also looked closely at Pep Boys and all I can say is that it is interesting to watch - I would wait for something to develop."

One of my more recent purchases, and I wish I would have waited as you suggest. I'm going to double-up on this one soon.

Best wishes,

I2
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