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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (25361)5/5/2000 12:54:00 PM
From: avanti77  Read Replies (2) of 57584
 
Good morning Rande, I'm not a frequent poster here, but your post about "call me a stubborn bull" prompted this. I'm also sensing it's time to put some money to work (and, of course, I'll exit quickly if it doesn't play that way). I remember one of the regular posters here talking about LOR, which is one I've tracked for over a year as it's continued it's long descent. In doing some follow-up I found that the CEO recently purchased 100,000 shares at $10. biz.yahoo.com
As you well know, this kind of insider buying is as good as it gets for suggesting a bottom. Also read that Gabelli funds was picking it up here.

A couple of other plays that look good on a value basis are ETN, who just announced that they're spinning off their semi-conductor unit. ETN has a p/e of 9! ETN is also mentioned in the first "Powercosm" report (a Gilder off-shoot) which is available for free at www.powercosm.com.

Finally, there's VSH which manufactures and markets passive electronic components, and has held up incredibly well through the market downtown.

Disclaimer: I initiated positions in all 3 of these today.

Donna
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