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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (13076)	9/20/2001 7:35:08 PM
From: Brendan W	Read Replies (3) of 78666

Recent buys. o Bought American Management (AMSY) at $14.36. It is valued around 11x 2001 eps of 1.30 with conservative financing. o Bought some Disney. o Bought Pier 1 (PIR)... approaching a year low, around 10x eps of .81. The company has a lot of cash and produces a lot of cash. I was pleased listening to their conference call yesterday. o Added to Sabre Group (TSG). I have no idea how badly it will be hurt by the travel. This investment was made largely as an act of faith. o Added to Cemex (CX). It is leveraged but the pre-disaster PE is now under 5. o Started a position again in ADC Telecom (ADCT) at $3.15. I sold previously in the mid $4s. The stock price has not been this low since 1994. o Added to a Bank of New York (BK) position. The PE is in the mid teens. o Added to OI and ET positions discussed previously. o Started a position in WPP Group (WPPGY) at $38. The PE is in the mid teens. -- brendan

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