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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18146)	12/8/2003 1:35:28 PM
From: Sergio H	Read Replies (1) of 78507

Hi Paul. I was looking at OCA over the weekend also as it was recommended by a friend. Worth noting besides the pending litigation is that a new CFO came aboard last year and has thrown out the bad water. OCA has missed earning estimates on their last two reports and future estimates have been lowered. Over the past two months I've sold all my shares on FDP. I noticed in a prior post of yours that you do not close out a position in full in your investment philosophy. You might want to review FDP and see if it still holds true for the reasons that you bought it. I started a new position in DAR. Very mundane business. They collect and recycle animal processing by-products and used cooking oil from food service establishments. Efforts to sell the company haven't turned up much interest. I think the numbers are attractive. It's selling below sales and generating positive free cash flow.

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