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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (10669)6/1/2000 12:34:00 PM
From: Madharry  Read Replies (1) of 78478
 
OT ALSC is now 25 5/8 up from 18 where I recommended it.
I took trading profits and maintain as a core holding.
MRVC is starting to move now but is still extremely cheap on a relative basis IMHO. CEGE has not moved at all. Yesterday I purchased ORCT, which IMHO will be worth about 3 times as much in a year if all goes well. It is spinning off its Semiconductor unit and its DSL core operations sells at about 4x revenues compared to 10-12x revenues for most DSL companies. It is also winning business right and left. The fact that the stock has rebounded so sharply after a recent ML downgrade I view as extremely bullish. THQI has blown up and I have lost all confidence in management. The shorts were right on target with that one in being very distrustful of management, which covered up transitional problems that they have been aware of for some time. Can't win em all.
I have also recently taken a position in HANA hanaro telecom. a korean new telecom which is selling at close to book. It will need lots of financing but also will have tremendous growth ahead of it.
For any of you who follow paper companies does anyone have an opinion on PAP an asian company which should benefit from growth in asia ex japan? I don;t own it cause I don't really understand the business but my gut tells me it is cheap.
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