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Strategies & Market Trends : Value Investing

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To: Stewart Whitman who wrote (20749)3/4/2005 3:06:46 PM
From: Grommit  Read Replies (1) of 78702
 
JPM. HD. BEC.

You list caused me to buy some JPM, which i was watching for awhile.

I bought some of HD, after Paul mentioned it. It looks real good to me. Good ratios. Nice valuation.

Repurchased BEC, after not owning it for a few months. A little on the higher range of P/E than I normally like.

I like HORC, but not at this price. I did not find it soon enough. :o(

Sold more housing. Maybe sold half so far.

grommit
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