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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12295)	4/9/2001 11:32:18 PM
From: doug5y	Read Replies (2) of 78520

At least 2 of us are here, Paul. Picked up VCLK last Tuesday at $2.90, a Michael Burry pick on the MSN site. The stock price seems to be coming to life a bit lately. Re ALLC, you may want to review it's exposure to telcoms through it's loans. JJR1998 on the Yahoo! ALLC thread has documented it quite thoroughly. His view is rather more cautious of ALLC's near term future and the safety of the dividend. messages.yahoo.com IMHO, as per usual. Have yet to look at BL. Good investing.

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