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Strategies & Market Trends : Value Investing

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To: James F. Hopkins who wrote (1621)8/9/1997 12:55:00 AM
From: Ron Bower   of 78783
 
Jim,

Just hope you can avoid more. I worry constantly about skin cancer as I'm fair skinned and have spent my life working and playing outside. Now, every mole that looks wrong or any suspicious skin rash gets attention.

I didn't get hurt too badly today, down a little across the board with only one + sign. Just Luck I didn't get burnt worse. I had been playing it pretty hard the last few months and decided to take some profits. I'm finding nothing I want to buy so I'm down to my long term holds and a little cash left over. If this drop had happened a week ago, ouch.

It didn't appeal to me (not much is), but I believe you have a winner in the VUPDA/MOOV. When they combine buying power and quit competing it should make for major profit improvement. Only down now because no decent movies and another case of market over-reaction to lower earnings announcement. I looked at it a long time and decided to pass. Doing a lot of that lately.

Best wishes for a quick heal.

Ron
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