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Strategies & Market Trends : Value Investing

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To: TAPDOG who wrote (6995)	4/29/1999 8:41:00 AM
From: Terrapin	of 78702

Bad news out about Amazon.com and it looks like it will translate into bad news for shareholders and good news for shorts. I don't have the stomach for that but I know many here do. Other news: a prodigal son of the Value thread, Oxford Health Plans (OXHP) has released better than expected earnings although the actual earnings seem to come from a one-time inflow from disposing of their NY medicaid business. Even so without that the loss is less than expected. Seems to be a turn-around. One for the board: Not sure if posted: MOCO Modern Controls. Makes precision measuring equipment. Niche market. Great (dependable?) margins. No debt. However quite small. Might be worth a look. Cheers, John

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