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Strategies & Market Trends : Value Investing

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To: peter michaelson who wrote (8602)	10/11/1999 4:04:00 PM
From: Terrapin	Read Replies (1) of 78741

Are you sure he didn't mean "...3 relatively unsophisticated investors..." ;-) That way I'm included! But seriously. I share Mike Moos feelings even though my value holdings are up nearly 60% for the year. They include JDEC, TGX, CRUS (broken/restructured value), NH. I'm still holding some downers (USU, PZN) but who's perfect? Conversely, I hold a couple large-cap stocks (eg: TYC) that are doing well but I just don't watch them with the intensity that I do the smaller companies. I realize that this is behavioral and that my portfolio (and stress level) could benefit from a little neglect now and then. After all, didn't I pursue value investing so that I could sleep soundly at night with a margin of safety?!? Still, I owe a great deal to the discussions of this thread which led me to some of my best performers. Re: XRX. Others have said it better than I could. Leveraged balance sheet; increased competition in a market that may become increasingly obsolete given technological advances; questionable management ability. I may become more interested at the price points Paul mentioned. Best to all, Terrapin

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