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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	2/2/2004 3:49:02 PM
From: Paul Senior	Read Replies (1) of 78728

WLM & ADG, discussed here before, have come down in price. I still consider them value stocks, and I added shares today to my position. finance.yahoo.com In oil stocks, I cut back TMR somewhat and took a position in STO. With STO, I like the p/e and dividend, and from what I can tell, the prospects appear decent. (as mentioned in Barron's Roundtable) Regarding other stocks discussed here, I trimmed long time holdings of TOY and BMY a bit too today. And also took a little VIAB and CAH off the table.

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