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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25271)	7/14/2007 12:52:43 PM
From: Paul Senior	Read Replies (2) of 78744

I see PICO and indirectly, CY, are the subjects of Barron's current cover story, their touting of "Five Great Green Stocks" ("Five Growth Stocks for the Next Decade"). I continue to hold shares in these two, but do not see enough reasons to be a buyer of any shares now at these stocks' current high (imo) prices. ----------- Interesting Barron's write-up imo of Bridgeway Funds, which use proprietary black box quantitative models apparently exclusively to find/buy/sell. Has terrific track record over several/many years. Checking Bridgeway's top holdings, I see a few stocks that might fall into my parameters for a buy: IVAC, DDS, NGPS, EZPW and EGY. I'll look closer at these. (Already have a position in EGY. May add.)

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