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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10718)	6/13/2000 3:13:00 AM
From: Paul Senior	Read Replies (3) of 78748

I've added today to positions in CS and TRID. I believe TRID's price is less than the sum of its cash plus the investments it holds. CS has several potential spinoffs. In the past few days I've taken some profits in Sun Microsystems SUNW (the very high p/e is again bothering me), THX (I don't know enough about oil and gas exploration to own as much of this stock as I do after its move) BLOCA (just Block Drug's announcement that they will try to enhance shareholder value--has now enhanced enough value for me at this point) and a little FCH (Felcor Lodging Reit)only to free up some cash. I gave up and closed my losing position in Genesis Worldwide (GWO), the old Monarch Machine Tool. I added to Wabash National (WNC)as it dropped to a new annual low. fwiw.

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