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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18093)11/28/2003 11:03:37 PM
From: TimbaBear  Read Replies (1) of 78644
 
Paul Senior

Any current opinions on these stocks now?

VC-- I'm still holding. Decent yield, cash flow seems to support the ability to pay the dividend, still selling well below book value. I view this as a long term hold (long enough to get to the top of the next auto cycle).

TE-- I'm out of TE as I did not like either the numbers nor the tone of their last quarterly press release. It suddenly shifted the field for me to where I expect the next major news story to be some major negative....defaulting on big debt and/or stopping the dividend.

Those are the only two on your list that I've got an opinion (or at least one I want to share) on.

Timba
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