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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (15621)	10/15/2002 12:13:59 PM
From: Paul Senior	Read Replies (1) of 78508

Some nice moves in many stocks just suggested on this thread in the last few days. I'm sorry I missed so many ideas while I took too long to analyze and cogitate. Guess that happens when opportunities seemingly abound. Not a great day be buying imo (most stocks are being marked up), but I'll open my wallet for a couple: I'll start an exploratory position in DO today. I see DO as undervalued at current price, but maybe due for a pullback because it's already quickly moved up from its low a decent percentage (but only about 2-3 points). That's a small number though compared to where the stock has been and can maybe go again (I expect to hold it for 18 months or more to find out.) Am I the third thread poster and buyer on DO? I also will add a little here to my losing position in SWY. Wal-Mart may stop the larger grocers' growth, but at SWY's p/e of 8, that seems to me to be fully reflected in its price. finance.yahoo.com

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