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Strategies & Market Trends : Low Price/Cash Ratio Value Stocks

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To: stock leader who wrote (845)	8/20/2003 12:43:23 PM
From: MCsweet	Read Replies (2) of 1931

I'd not recommend a high "bet" on any of my recommendations. Anyone considering my picks should not over-allocate to any one pick. By the way, I have started selling some VYYO and some of the others I recommended. I still like KDUS, though. I wouldn't be buying more IJX at these levels, but at 0.36-0.38 (when I recommended it) I think it was a good bet, and I'm not sure I'd be selling at these levels. However, anyone nervous about this one can (and possibly should) hit a large 0.50 bid right now. Regarding the current assets, I talked to the CFO --- he seemed optimistic about getting paid the $6 million in deferred and refundable income taxes. MC

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