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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (15875)	11/30/2002 3:01:32 AM
From: Paul Senior	Read Replies (2) of 78476

Grommit, I am still holding my home building stocks; also most of my grocery stocks (took a loss in a small midwestern regional); most of my restaurant stocks (I switched from JBX to CKR and added YUM instead of DRI a while back); I'm holding most shares of the BDC companies I have. You've had those truckers for a couple of years now it seems to me. During that time I've been riding the ups and downs of XPRSA. I had looked at TGT, decided I like COST better and have been buying it. (Fwiw, I am led to believe Mr. Buffett or surrogate has been trimming back their COST position in the last quarter.) I'll watch NLS. Numbers look good to me: sales (or sales growth) of key product is the issue apparently. I have BFT on my watch list: it's another stock in the fitness business and also controversial with a large and vocal short constituency. --------- I started an exploratory position in HELE today. Seems to be consistently profitable, selling below 10x earnings,near book value with not too much debt, and imo, an okay p/sales number. finance.yahoo.com

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