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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (18411)	1/12/2004 6:40:15 PM
From: Paul Senior	Read Replies (1) of 78748

Madharry: Well some people do bet the jockey not the horse. And on this thread, there are some riders who can really pick winners. As I said about FARO, I couldn't see it at 3, at 13, at 23 or now at 33. However, there's SEMI. jeffrey bash and I have discussed it here several times. After the last time, the stock subsequently dropped to low 4's from mid-to-high 4's. You might want to keep SEMI in mind. Imo (I shan't speak for Mr. bash), it does have a shot this business cycle at reaching 1.5x, maybe 2x its stated book value (i.e. 7.5-10.). And it might be able to be bought again around low 4's. Just my opinion here, and I've been wrong many, many times - several times with SEMI.

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