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Strategies & Market Trends : Value Investing
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To: sjemmeri who wrote (18874)3/18/2004 4:13:21 PM
From: sjemmeri  Read Replies (1) of 78688
 
Some buying for me this a.m.: doubled down on HLSH (initial position was modest size), back in CAKE (at small discount to sale), bought some JCOM (a GARPish communications co.), bought some FARO for the first time, and a small spec position in BKYI (microcap biometric that is projecting big jump in sales for this year).

Likely only HLSH could qualify as a 'true' value stock. I'm feeling less need to hold lots of cash now that the indices have pulled back some.
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