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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17161)	6/6/2003 11:52:48 AM
From: Bob Rudd	Read Replies (1) of 78751

Sold URS. It's run up 80% from my avg cost @9.97 with no real change in the fundamentals...Weakness in state gov't spending vs strength in federal contracting. Enterprise multiples are still reasonable, but given the potential for negative news on the state front, I'm taking money off the table and looking for re-entry on a pull back This run up has been a lot of fun and I hope it continues, but strikes me as being a bit indescriminate - some real dogs are howling. My inclination is to sell into spikes and it has already cost me some run up...may in this to, but when this momentum move ends the retracement could be fast and brutal.

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