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Strategies & Market Trends : Value Investing

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From: hoyasaxa2/10/2005 2:09:38 PM
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Stock Ideas

Cendant: Own shares, considering adding more. Good valuation, good business, putting the past behind them and spinning off or carving out non-core businesses.

Space Development: (SPDV.OB) Look into this "concept company" -all you sci-fi nerds out there will dig it.

Both of those just profiled as Stocks to Love by the Fools.

Still holding and like my investments in "Brazil's Wal-mart" (ticker: CBD), Hasbro and Encore Wire (copper play, good value).

Biggest position by far remains the BRK B shares.

And still regard my Disney and Sun Micro Leaps (at 30 and 5) as big potential plays.
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