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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (12171)3/14/2001 6:22:49 PM
From: Paul Senior  Read Replies (1) of 78618
 
Another rough day for stockholders. I am surprised that I am not seeing bargain prices for stocks on my watch list. On the other hand, I am pained that I am seeing bargains in the stocks which I already own. Wasn't it Peter Lynch who said sometimes the best bargains are the stocks you already own? I don't like seeing so many bargains here though!!

I gave up on my long term holding of Bank One today. I just cannot see the light at tunnel's end for this one.

I sold half my position in Panamco (PB) which has had a decent move since I last posted on it. PB is a key KO bottler, and as I have said, imo a surrogate for a Buffett stock. I've just lost some confidence - it's hard for me to analyze this one and hold on to it at its relatively high price. PB's a bit different stock from the ones I buy based on the standard criteria I usually use, and that's affected my decision as well.

I added to my position in LDP.

I started a position in MPH. Although Championship Auto Racing (MPH) is embroiled in a dispute with its marketing agent, and MPH might also be limited by some long term TV contracts (I am guessing- have no facts), CART racing is an international activity that has very good demographics for advertisers and for continuing to garner fans to the sport. (all imo) Long term this stock could/should/might recover. Selling at a price twice cash and with no LTD, the operation provides some margin of safety. (That's a maybe and only my hope and guess.)

Paul Senior
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