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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (10656)5/26/2000 5:05:00 PM
From: Paul Senior  Read Replies (2) of 78921
 
Adding to positions in NC and FMO today.
When I first posted on NC, 10/22/99, I mentioned also that I was buying TRN, OG, and ZD. I'm 0 for 4 there because, as of today, all four stocks are below my buy points. FMO ain't doing so well either.

Fwiw, ESCC (which I own and am getting beat up on too) apparently had a big customer cancel a contract on them today- so what looked to me be a stock selling near nca, now becomes a full net-net. (From what I see, nca =10.5 and stock is selling at about 7.)

Paul S.

(aside: taking profits on 40% of MBI position)
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