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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19452)	7/20/2004 1:37:04 PM
From: Grommit	Read Replies (2) of 78523

BLI KWD BLI - I sold mine last April and May. I just saw other opportuinities, and made a small profit. Retail has taken a hit and I still own ROST, TJX and ANF(sold a few). KWD might be worth a look, if you don't already own some. I've owned it for over a year. finance.yahoo.com BDK. I am happily holding. SLE I am thinking of selling, like Paul did. I am watching and owning BEL and OVTI with apprehension. I think they are both good long term holds and am waiting for the long term to arrive. REITs - They have recovered and are outpacing the market. You need to add maybe 7% to the REIT graph here for dividends. finance.yahoo.com that's it for me. sorry, but no great new picks to report. grommit

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