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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22288)8/18/2006 3:48:59 PM
From: Paul Senior  Read Replies (3) of 78753
 
I'll trim back ACTI, LYO, and KHDH a bit at this time.

Hard for me to value KHDH at current price. And easy enough for me to get scared out of a chemical producer (LYO) dependent on oil feedstock.

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Added a bit to restaurant stock ARKR. I like the dividend, the lack of ltd, and geographical & business diversity. I'm hoping the large insider control might be a positive.

finance.yahoo.com
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