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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (16330)	2/1/2003 12:17:12 AM
From: Paul Senior	Read Replies (1) of 78568

Spekulatius, re. defense stocks. There was a short discussion of GD on the Buffetology thread. As a result of that I looked more closely at GD, and decided it would be a buy for me. I started a small position. I intend to add more if stock drops lower. I am still holding a number of defense related companies: These include ADG as a small-cap value stock. HON as a long-term play (stock now @$24. GE was willing to pay $53 for it. (asbestos issues now?) NOC large-cap beneficiary of government defense spending increases. Conglomerates SVC (tactical vehicles) and GFF (telephonics) And I have a couple of more I'm evaluating. finance.yahoo.com Paul Senior

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