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Strategies & Market Trends : Value Line Investment Survey
VALU 36.55-0.1%2:31 PM EST

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To: EL KABONG!!! who wrote (88)2/20/2001 7:47:27 PM
From: KevRupert   of 219
 
Thanks Kerry for the reports! I have a TDWaterhouse account, and have failed to utilize their reports. Thank you very much for pointing out what they offer and all of the reports.

Enjoy your time with your family. I looked at current value of CEGE (based upon market value of securities) & it shows $8 per share cash & about $7-10 in marketable securities (total of $15-$18 vs my earlier comments of $23). TimbaBear (on the Value Thread) corrected me of my errors. She is really bright.

I agree with you regarding the need for profits in order for a stock to be an appropriate concept. That is one area (a big area!) that I have a concern with CEGE.

On another note, I did buy some CP -- after listening to the conference calls & NY commentary yesterday & today -- and believe that the 5:1 spinoff will provide a comfortable return for the next 1-2 year period.

Sincerely -- Thanks again.
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