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Strategies & Market Trends : Value Investing
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To: rjm2 who wrote (11659)12/29/2000 1:21:33 AM
From: James Clarke  Read Replies (1) of 78565
 
Net-nets - my favorite. GTSI still looks attractive back down near the low it seems to always bounce off of big, and SPOR despite all its troubles is a real company and below 3 looks pretty safe if you've got a time horizon longer than a week. I'm looking for more. I have regularly run a screen for net-nets for the last three years and there are three times the normal number of stocks kicking out of that screen now. I just don't have the time to do the work, but I know there are a number of triples right under my nose.
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