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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (9169)12/7/1999 1:11:00 PM
From: Jurgis Bekepuris   of 78676
 
I don't know if I qualify as value investor. :-)
Up ~20% total this year due to 401(k) in my company's
(tech ;-)) stock. Other portfolio on break-even.
Held BRK, LHO, PEP, TAVFX for ~0%, sold NKE for profit,
holding MAT for slight profit.

Last year was bad - got caught on the wrong side of
CIEN-TLAB arbitrage and expired on semi-equip options.
So my 4-5 year return is lower than money-market. :-(((

Jurgis
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