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Strategies & Market Trends : Value Line Investment Survey
VALU 36.80-1.5%Nov 4 3:50 PM EST

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To: EL KABONG!!! who wrote (100)5/8/2001 7:25:29 PM
From: KevRupert  Read Replies (2) of 219
 
Kerry,

You made my day by the post. It is always a pleasure to hear from you. Any more -- it is difficult to have an intellectual dialogue without people 1) taking it personal, and 2) chearleading their stocks or news releases.

I have been have an enjoyable time in this market. Big MO has been dynamite. PEP, MSFT, DUK have been fantastic.

I've been setting up files on an intranet site to store info. It's been disappointing to post and simply be lambasted. I'm just trying to avoid being financially embarrassed! :)

Point me in the right direction to a thread that has relevant and interesting dialogue. I am thirsty for intelligent discussion. :)

I've also been buying some more brk.b (I just love the business model based upon "underwriting losses", and the financial nature of the firm -- I can't make big money on it, but it is well run).

I've been spending a lot of time at PC stores, malls -- looking for new trends (i.e., Hot Topic is on fire).

I'm buying solid firms with ROE of 25-30%, excellent balance sheets, solid management team with significant stock holdings.
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