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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (14974)	7/29/2002 11:56:57 PM
From: Paul Senior	Read Replies (3) of 78627

Bob Rudd: I'm in the same underwater position as you regarding many of these same stocks. What I figured to be decent, real companies apparently are cigar butts with their disguise now removed. Having a diversified portfolio reduces the pain a little bit. ------ With so many stocks up now from their lows of two days ago, what stocks might you guys now be looking at as buying opportunities? I'm looking again at SWY in large caps. I'm considering adding to my losing position in LENS (I like the stock price vs. cash/sh.) Other stocks that were attractive to me a few days ago, seem less attractive - possibly because they've quickly moved up a couple of points or more from where I could have bought them and didn't.

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