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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15932)12/17/2002 9:13:29 PM
From: TimbaBear  Read Replies (1) of 79051
 
I like EK, MO, and CAT at these prices and yields. Have taken positions in all three.

Still like TRCI a lot.

Got my head handed to me on the JPM options. Still believe they are going down at some point, but that ticking option clock gets me more times than not.

Like GLG as my play in the gold sector.

DRF has very interesting free cash flow, but I don't own any of it yet.

Timba
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