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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (10428)4/26/2000 1:57:00 PM
From: Jurgis Bekepuris  Read Replies (1) of 78499
 
For those of you who are into digging or non-concentrated
portfolios (hint, hint... ;-))) I'll toss up
two value stocks as opposed to my Buffetty bias.
ENC and DFS. Brand name collectible businesses with
declining revenues. Don't look at PE, and in the
case of ENC you need to dig deeper to see if
dividend is secure.

Good luck

Jurgis

Disclaimer: I never bought either, and I'm
glad I didn't. But Yacktman once held 17% of portfolio
in DFS. :-(((
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