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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10218)	3/26/2000 7:11:00 PM
From: Jurgis Bekepuris	Read Replies (2) of 78687

Paul, I'm not sure why you are upset about other threaders not picking up SEMI. I would not buy it at any price - it's not in a business that's interesting for me. Also I monitor this thread + Buffetology. I also have a looong list of companies, that I am interested in at the right price (how about CSCO @ $10 :-)))). My portfolio is more concentrated than yours, so a lot of suggestions here and on B-thread just fall through. It does not mean they are "bad" investments. I just don't expect to agree with others on all of my decisions. BTW, instead of spending time on this looong list of stocks (which is fun), I should be spending time on a much shorter list of my 401(k) options. That part of my portfolio may be more significant than my stock picks. And you would not want to know the P/E, P/book ratios of some things there. Oh, well. :-S Bought TSG on Friday. Jurgis

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