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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15670)10/19/2002 12:10:15 AM
From: Mark Adams  Read Replies (1) of 78702
 
Paul,

I would have listened to the conf call/read the 10k on MLI if I'd had more interest. They may have little to no exposure to construction for what little I know. I have to assume that you understand the situation much better than I.

I lightened up my SOX exposure last week, freeing funds for new purchases. I see PCL has moved up from $19-20. I suppose I'll have to sit on my hands, as I wanted to add at $20 and $16. Hopefully funds will still be available if we revisit those prices. Hopefully we won't. <g>
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