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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17454)	7/24/2003 7:42:32 PM
From: Paul Senior	of 79003

Selling about 1/5 of NTE (formerly NTAI). First sale in several years. I'm just antsy. Sold half of small position in TTPA. When posted here about nine weeks ago, it was a stock-below-cash play. Sold exploratory position in LBY. Lower earnings reported. I lost confidence. Trimmed position in Dale Baker pick MAXF given stock's recent surge. Buying more RNR as it declines. Also have bought shares in ASR, a Dale Baker pick. finance.yahoo.com

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