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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12360)	5/3/2001 4:38:53 PM
From: Paul Senior	Read Replies (1) of 78729

fwiw, I took profits in EK. Because the company has reduced its growth outlook, I've therefore reduced my position also. --------------------- On the assumptions that the last couple of days were just routine profit-taking times for the oil/gas sector (most stocks I follow have dropped), and that the trend for rising prices continues, and that there might still be further focus and interest on the sector/industries if there are summer shortages, I increased my exposure a bit as follows today: Added to FRONY (averaging down on this one) Started a position in GI. Giant Industries is the only refiner I can find that hasn't really moved compared to every other one I looked at. GI is small, regional, and has a money-losing retail business (that they are trying to divest). Book value for this stock is $14.27, and I am betting that at peak earnings or peak interest in the stock, GI will once again sell near book value or higher. The stock's at $9.20, down a bit from yesterday. But I still had to step up from the 7-8 range of the past couple of months. Grrr. Paul S.

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