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Strategies & Market Trends : Value Investing
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To: sjemmeri who wrote (18310)12/30/2003 10:44:42 PM
From: Paul Senior   of 78701
 
Steven J Emmerich: For the game, I'd put 25% of a hypothetical portfolio into AIG (big and safe but pricey) and 25% into OCA (kids are gonna have braces, but organizing their orthodontists into a business is risky). For my double pick, as I said, I would go for something low- priced that could spurt on news or retrace on a turnaround. One guess would be that TSIC I said, another AIK.

I have SMALL positions in all four.

finance.yahoo.com
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