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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (12086)2/21/2001 8:06:37 PM
From: Paul Senior  Read Replies (2) of 78625
 
Grommit, DY isn't an easy one for me. I'll put it on my watch list for further review. Several construction/construction related stocks that have been mentioned here previously have turned out to be profitable investments for people who bought at that time. That might work out similarly for DY and other firms which are telecom infrastructure builders.

I still have my homebuilding stocks. Considering though, Mike Burry's recommendation for shorting SPF, I might just trim my SPF position.

I added to my losing position in SHRP today. While there are some negatives to Sharper Image, I'm still focused on its niche business and its R&D program which has come up with some winning consumer items. Also favorable are its growing revenue, low pe, and low ltd.

Paul.
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