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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20073)	11/16/2004 11:29:04 AM
From: Brinks	Read Replies (1) of 78644

Here's the current list. I've learned you cannot totally rely on data in database so I go to 10-Q's and 10-K's. This have to this anyone as part of due diligence to ascertain reasons it is a net-net. Many of these are thinly traded. When I referred to the 600 in July 2000 it included unprofitable companies. I have to say the results indicate that it made no difference whether profitable or not in July 2000 the results were spectacular. I will show the results summary later. Of course Tweedy Browne, who I have worked with in another life, did a great study on this which was published. Ticker Name LEON LION bioscience AG (ADR) LENS Concord Camera Corp. FRDM Friedman's Inc. MAJI Michael Anthony Jewelers MSHI Man Sang Holdings, Inc. HETC HealtheTech, Inc. CSHEF China Enterprises Limited IBPI IntraBiotics Pharmaceuticals SPOR Sport-Haley, Inc. INFO Metro One Telecommunications Inc TAIT Taitron Components Inc. CDEN Coast Dental Services, Inc. ERGO Ergo Science Corporation EGR Commerce Energy Group INSW InsWeb Corporation ACRTQ Actrade Financial Tech. AEGN Aerogen, Inc. FARL Farrel Corporation FLYI FLYi, Inc. CLST CellStar Corporation SECX SED International Holdings, Inc. MAX Mercury Air Group Inc.

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