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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (14965)8/10/2002 1:53:24 AM
From: Paul Senior  Read Replies (2) of 78615
 
Wallace Rivers: I looked at SV, HOT, FBF. Looks like FBF escaped some trouble with the Brazil bailout. Maybe the time to buy was before the announcement? I don't know enough about its exposures to Argentina or other Latin Am. countries. Pass on HOT as well. Revpar down and I see this with a couple of hotel stocks I own as well. I've been looking at SV, but will likely pass on it for now. I'm NO fan of their Janus funds, but otoh, each SV share has $8 (??) worth of the subsidiary DST shares.

finance.yahoo.com
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