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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (9958)	2/14/2000 9:25:00 PM
From: Paul Senior	Read Replies (5) of 78659

Interesting to see what the WSJ says Mr. Buffett is reporting that he has or had acquired. He's sticking with and adding to top financial - Citicorp. GMT is new on his list. Mentioned here several times though. Surprise to me: woman's apparel - Liz Claiborne Inc. (LIZ)(per a Reuter's report) and Jones Apparel Group Inc. (JNY). Wonder what's wrong with or how he missed ANN (which I've been monitoring). His co's here both sell classy clothes (I'm guessing) still subject to whims of fashion?? Disappointed he bought DNB. Not one bit surprised though. Great franchise(s). Been monitoring recent drop - missed my price on Friday. May be too late now. I may step up tomorrow am. Already own one similar co. because I've considered it typical Buffett. Paul

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