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Strategies & Market Trends : Value Investing

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To: valueminded who wrote (18489)	1/21/2004 12:07:57 AM
From: Paul Senior	Read Replies (1) of 79043

Chris Pedicini: my opinions regarding stocks you mentioned, fwiw: Medq: What was your reason for buying the stock now? I don't see anything compelling. Perhaps I'm overlooking something in my casual look-over? NTZ: I've trimmed my position a while ago, just a bit. My intent is to hold remaining shares to see if NTZ can trade again (as it has several times in past) at 1.5x book value. Then I'll re-evaluate. I'm still holding most of my ELN shares. Still underwater on the position. As you say, they have some potential opportunities on which they maybe might be able to capitalize. I bought GTSI after I last mentioned it here. Still holding. Not sure what I will do now. I liked the Forbes write-up on the CEO; his apparent strength/skills are an intangible that I need to try to weigh. CSG. Have gradually reduced position. Now holding about 2/3 of my position. ----------------- ABM. Nice call. Good company at a good price; sorry I didn't go for it when you mentioned it here. finance.yahoo.com Paul Senior

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