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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (10938)	7/13/2000 11:11:21 AM
From: Paul Senior	Read Replies (1) of 78467

Wallace, I'll look at ARM. The auto parts/oem suppliers that I have looked at and bought haven't done well. (DCN, DRRA, FMO, GPC, TRW). I'm still holding them since I believe the value is there and they will "eventually" recover. I hope. Regarding your request for SNDK info. I brought SNDK here as a value investment maybe 18 months ago. A brief discussion ensued whether it was or was not a value stock. Regardless, the market did carry the stock a little higher. I own it. I sometimes trade in/out of my core position. Go to the SNDK thread. Ausdauer's posts are worth reading, especially his 'for newbies' summaries. I'm also very partial to Art Bechoefer there. Art's a professional money manager who argues that SNDK IS undervalued based on criteria for evaluating dominant and rapidly growing (tech) businesses. My opinion is that SNDK is not now a value stock. I appreciate that you are trying to be encouraging to all thread participants. Paul Senior

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