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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (17499)	9/2/2003 9:45:11 AM
From: Bob Rudd	Read Replies (1) of 78483

PTSX: I usually don't post follow up articles unless there's wide thread interest, but I thought this one did well at making the case for PTSX: marketwatch.com Unfortunately for those who might have an interest, the market agrees & it's up 15% as I post this. I know many on the thread share my aversion to chasing 'pops.' Perhaps this interest will dissipate and it will offer an opening. The one concern I have is some yahoo posts that mention they are not keeping up with capex and thus aren't as competitive as they should be. I did a Capex analysis and they did a big spend in 2000 vs competitor LPAC that did so more recently, but that just indicates they are out of sync so far...not non-competitive.

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