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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9785)	1/29/2000 1:38:00 AM
From: James Clarke	Read Replies (1) of 78464

<<Not such a good day to be owning stocks, but maybe a good day to be buying them.>> Well said, Paul. I added to SNH at 10 1/8 (funded by a gut-wrenching sale of USEC - SNH has a bigger dividend yield and better chance of paying it two years out - and I am referring to SNH's yield after it is cut) and I just couldn't resist adding a little more Clayton Homes at 8 1/8 near the close. Great day to be short tech stocks. My portfolio was actually up a significant amount today. (I've got a lot of ground to make up, though)

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