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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10864)7/6/2000 12:33:59 AM
From: James Clarke  Read Replies (1) of 78482
 
re: CA

This company generates enormous free cash flow with very little capital investment. They've done it for a very long time. I kind of know this company - in that I know people who know it, but not enough to invest without further research. What I do know is that I would not have bought it at 50 and would not be selling it now. I think the value is somewhere in between - but probably closer to the 50 than the 29.

Actually the tech I have my eye on is EFII, though I still haven't bought it. I just need to find some time to read the financials. I was happy to see the tech downdraft take this one down some today.

I'm still not in tech, though I'm close to buying a couple. I've been buying things like SYM, NC, CAT, LANC, SNH. Just sold the last of my REIT fund today into strength. Maybe they go higher, but they hit my target, and if they go higher I have no regrets.
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