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Strategies & Market Trends : Value Investing

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To: Gary105 who wrote (1942)	9/18/1997 8:01:00 PM
From: Paul Senior	of 78708

G. Goetz: Them are some value picks!??? MMBLF: I like that it's losing money. Buying the cyclicals when they're down like this has been rewarding for many people. (Tough though for me to hold on until the good times arrive.) So they got a new head guy. Why should anyone expect he'll do differently and better than the previous person? Hard to change the cyclical nature even if assets are sold, new ventures tried, etc? ELAMF: You're 3 months and 30% behind the curve -g-. (ref. this thread, post no. 1183) GNSM: I'm interested. Got any more info? Dropped from 23-4. What gives? RADAF: Yikes. @11 in a yearly range of 1 to 12. Software games-- very popular apparently. But where's the margin of safety? (It ain't the pe of 11.) ELAMF down today, RADAF and GNSM up, as you know. 'Course that won't stop me from questioning your picks -g-. And they might work out just dandy (dandily?)

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