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Strategies & Market Trends : Buffettology
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To: James Clarke who wrote (2897)6/20/2001 3:19:13 PM
From: Jurgis Bekepuris  Read Replies (1) of 4691
 
Bought ELY today. No, I don't think it has a LOCK or a great MOAT, but it was a pretty good performer for some time and has been stumbling for some time. It looks cheap again and I will see if this could be a better deal than some of my tech picks.

Jurgis - Still eyeing NT & TLAB
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