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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (5113)10/8/1998 8:26:00 PM
From: dj8000   of 78673
 
With NSDAQ down this much today, I found many values in Tech sector.
With some of my tech holding down, I some how find myself bought some more today: DELL and CSCO at 42 and NOKIA at 62. These are the names I have been looking for a while. they may go down again near term, but in 1 year, they are good buy to me.

Also, my previous pick TRV and MER down another 20% after I bought them(I thought they are bottomed at that time). But they got good review from CNBC today( there is even rumor that Buffet is buying MER). I am considering adding some positions in these again after I pay back some margin balance in my account :)

DJ
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