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Strategies & Market Trends : Value Investing

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To: Terry Lyon who wrote (10023)	2/20/2000 11:54:00 PM
From: jeffbas	Read Replies (2) of 78661

Here are my comments on your picks based on a BRIEF review: RPM: I see no major change likely in fundamental performance or catalyst for a change in the stock price. CMH: See my comments to Jim in post 10009. PBY: I won't consider S&P downgrade candidates. I love to read S&P debt commentary as it is often much more straight, complete and objective than stock commentary. PIOS: I much prefer SEMI (which I own) to PIOS at current prices. NEOG: I don't see any dramatic growth potential here and in view of the explosive moves in all real biotech companies, the market does not either. Please correct me if I am wrong.

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