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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (11695)	1/3/2001 6:35:29 PM
From: Wallace Rivers	Read Replies (2) of 78572

Hello, all: Just want to keep you abreast, in that George Putnam (the Turnaround Letter) chose Carnival Corp. as his pick of the month today after the close. I know some of us have been buyers of CCL, I am a former owner. Thanks for keeping us informed of Doc's picks to that kind gentleman. I was a swapper of T for WCOM 12/29/00 (I needed the gargantuan T loss!), so I feel pretty good about that one. I sold JPM into strength today, thought a 15% one day move on this one was a bit overdone.

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