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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (14256)	4/4/2002 7:01:17 PM
From: Brendan W	Read Replies (1) of 78702

Recent activity. Hi, Paul... I'm mostly selling and putting the proceeds into high-quality REITs. I'm continue to sell Owens Illinois. I have now exited Pacificare at a small profit. I'm grateful to get out at a profit given that the Texas AG conflict seems to have gotten significantly worse than when I bought. I will look carefully at your California Water. Senior Debt is AA3. It seems like a very safe business. With a 4.7% dividend yield. I have taken a 2.5% position in UST and hoping to take it to 5.0% once the Conwood appeal is resolved. I followed Wally Weitz into Citizens Communications at $10.31. I put more into Washington Mutual at $33 on 3/28. I have bumped up my position to 1% in the largest global cement manufacturer, Lafarge. I have bought some other "value" names but in insignificant amounts and at prices that aren't very attractive (Wrigleys at $54, Valassis Communications at $38, WD-40 at $28). Stocks mentioned: finance.yahoo.com

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