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Strategies & Market Trends : Value Investing

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To: Axel Gunderson who wrote (4833)	8/28/1998 1:53:00 PM
From: Bob Rudd	Read Replies (1) of 78634

Alex's list 1st cut response on some Snap On ++Insider buying - Looks interesting I'll take a closer look Deere on my watch list I'm in NH and AG very recently, but feel Deere has more to go on the downside Toy's +Barron's article on seasonality [-Not confirmed on charts that I could see] +Pres/ COO buying shares [-Bought em 5 points higher & all the rest of management have been selling like crazy yet at higher levels] Bankers Trust What do they have in their derivitives portfolios? Unknown exposures Cooper Seems like commodity business mostly - no interest PMTC - Lot's of suits for fraud I don't want to look any further. Bought Cendant after it's problems - one's enough. Liz C - I don't do fashion Rest - don't have a feel for them.

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