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Strategies & Market Trends : 50% Gains Investing

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To: Carl Worth who wrote (30848)8/21/2002 4:18:56 AM
From: Dale BakerRead Replies (1) of 118717
 
My only trade Tuesday was cutting my PERY position by half ahead of earnings; both SGDE and TBAC had a mediocre response to good earnings, PERY may do the same. I will look at the report carefully and watch the trading action before I decide whether to close it out completely.

Nice strength in MAXF, JDAS, ACGL, L and PVAT on Tuesday, these are all still compelling value stories with plenty of upside.

The portfolio was up on a down market day - maybe we are moving back to the March-June era when value investing could succeed despite an erratic overall market. I certainly don't see the panic selling that overwhelmed the market in July.
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