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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (10343)4/15/2000 8:42:00 AM
From: Jurgis Bekepuris  Read Replies (3) of 78510
 
James,

I'm sitting in Japan, so it's rather difficult
to day trade. :-))) But it also removes emotion
from the selection process of what to buy next.

You're totally right. Everything's so overpriced,
that I did not find anything to buy after this 30% drop.
I may have sold LHO (my broker had an order to get out of
it at $14 in a crash ;-)). I may buy some SNPS, WCOM,
CSCO ~$50, and MSFT ~55, but all of these are
NOT value or even Buffett plays. Just a few
super-high-tech positions that I'd like to have.
(Guilty smile).

Good luck and let's hope for another 30% off.

Jurgis
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