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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (21238)	5/5/2005 11:33:04 AM
From: Paul Senior	Read Replies (1) of 78958

Nice calls there, Grommit! I'm with gcrispin on UGGs, so I'm not interested in DECK at current estimated p/e. RSTI, I am interested in - I started looking at it after you posted, but the stock just started moving up so quickly, that I'm suspecting I'm too late. Pediatrix looked reasonable given good margins, but not a bargain (imo). I couldn't see Mine Safety either. Anyway, I notice they're all up again today, with Mine Safety up 12.5% now ($42.13 up 4.68 on report of record earnings). You are doing great with these picks here short-term, Grommit! -------------------------

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