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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18904)	3/19/2004 8:09:44 AM
From: TimbaBear	Read Replies (4) of 78634

Hi Paul! Our timing seems to be a bit out of sync. I have sold both RTWI and VC. VC I just sold this week. I was up about 60% (after giving back some from being up about 80%) and felt that the discount to the book value and the timing of the cycle had changed enough when viewed from the protection-of-profits perspective that VC no longer offered the same degree of margin of safety. My recent purchases include MRO and TUG. Both are selling at a price which I believe is a nice discount to their current cash flow. By my calculations, MRO's current free cash flow is about 16% of their price, and TUG's about 14%. They both pay dividends. Timba

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