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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (12377)4/26/2001 4:48:13 PM
From: Paul Senior  Read Replies (3) of 78715
 
housing--... and restaurants!

Nice timing on those housing buys, Grommit!

I says you were just plain lucky on your timing. (-g- I can be jealous as well as wrong.)

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Your, and Brendan Watt's and Mike Burry's, etc. YUM is doing great (new high today). (aside: I never could fathom YUM and I still can't.) And other food stocks that you've discussed (and which you said you were holding)also are at new highs today. There are some others that are up a goodly (imo) amount also it seems, i.e. Brendan's WEN up to almost 25 from 20 when last mentioned here. (My apologies if I've wrongly included or excluded anyone who's bought these or others; my sympathies if anyone actually had to eat in these joints in order to do field research on the companies.)

Periodically I'm looking at the truckers (YELL, others) but I've not found anything that'd cause me to add to my truck positions. Fwiw, I still like (have) HUBG in the truck-intermodal-logistics arena, and I'm looking a bit there too, but not buying anything.

I've started a small exploratory position in a Dale Baker pick of FRONY, an oil tanker co. that's already had a good move and maybe/might/could/ see higher highs. Feels real risky to me as so much of this oil/gas related stuff has already moved up to new multiyear highs. I hate when I come to the party and find it's already ended. But I will knock on the door here and see if can join in.
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