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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (11102)9/22/2000 5:18:58 PM
From: rjm2  Read Replies (1) of 78751
 
Back in GTSI today...$3.015-3.031. (About 50% off my sale about 3 weeks ago)

Bought some APN which is at a big discount to book, the old Windmere. It had insider buying at higher prices.


Also added to my GARP holding COHT...a steady 20%+ grower trading at about book and a p/e of 6-7.

Took a flyer on PAUH yesterday at $1.03. It will be a 4-5 bagger or they will go belly up.

Also continued accumulating AVCC under $2. Just over NCA and just over half of book value.
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