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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (12403)5/3/2001 6:28:34 PM
From: doug5y  Read Replies (1) of 78742
 
Hi Paul,

I'm in on AREM as of yesterday at $16.52. Guess I'm a little less patient than you. Yeah...up 50% already - I know.

Also picked up USG on Tuesday at $11.37. Don't think anyone else on the thread has been discussing it. Impossible for me to value due to it's asbestos liability. My motivation was based on WEB, Marty Whitman, and Bill Nygren buying at higher levels. I'd been following it down for about a month. Yahoo! USG thread as some good discussion on it.

Also considering FRONY...
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