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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20236)	12/10/2004 10:11:23 AM
From: Steve168	Read Replies (1) of 78565

Paul, good to know you are holding all the "below net liquidation value" stocks we discussed here before. The window is usually small to be able to buy tech stocks at those prices. It happened in Oct2002-Feb2003, and we all know what happened after that. Our discussions/ideas - ALVR, DUSA, PCYC all worked very well. After more than a year, those stocks reappear again, INFO, TFS, OSTE just to name a few. CIEN was not as cheap as others but it was 20-40% below book with huge potential (fiber optics equipment, broadband specialist). I have a concentrated portfolio of 10-15 those names, and hope they will work in a year.

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