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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	3/6/2004 11:51:54 AM
From: Paul Senior	Read Replies (2) of 78710

Fwiw, here are some recent buys and sells I've made: Took a very small exploratory position in room222's idea of GLBC. Price/sales attracts. Company is in midst of a turnaround (I hope) with not a lot of media coverage. I assume there won't be any investor interest in the stock until there is more coverage and that the stock will move (up) if the company could report some positive information. I took an exploratory position in CSX. I'm betting on coal-hauling enabling the stock to be a revert-to-mean play. I will likely buy more if stock drops. I added just a few more shares to my small positions in XOM, RAD, FHCC, VLO, MAXF, EPIQ. I've trimmed my very small positions in TKR, INSW, and NOVL. Also BBX. I've closed exploratory positions in TSG and EFD. Also FST and DG. I sold my MAXS shares. I received a liquidating distribution for AIK. I tried gambling on a short-term trade in NTE; it didn't work for me. Shoulda just gone to Vegas instead. finance.yahoo.com Paul Senior List not inclusive; I've made other buys & sells, but right now I've run out of energy to list 'em and discuss the particulars.

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