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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13163)10/3/2001 3:49:53 PM
From: Paul Senior  Read Replies (3) of 78517
 
Bob Rudd, I've got CD on my watch list. I'll chance that I can get it at lower prices. However, relative to CD's holding of Avis, I am starting today to add back to my DTG position. CD's financial clout, their travel industry exposure, and AVIS's strong #2 position (imo) are an advantage over DTG. Of course, DTG is the purer play. Uh, I also have a very losing position which I'm holding in BD. BD is now too shaky to be considered an investment (imo).

finance.yahoo.com
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