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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/17/2007 12:37:47 PM
	Read Replies (4) of 78748

Back now from vacation. What'd I miss? -gg- Quite a bit apparently. Missed many good buying opps. An expensive vacation being away from the computer on these past few days with such great volatility and wonderful buying opportunities. Congrats, Grommit (et. al.) on another buy entry point for ACAS. I intend to add, but I just seem to be off my computer and keep missing the drops on that one as it cycles up and down. (35-36 yesterday to 40 now. That's some volatility on that stock.) Sorry I couldn't get to add yesterday. Missed again ABK, others. Have added this a.m.: AEO. Growth and relatively low p/e KDE. Possible important new product. Has lots of cash. GAIN. A bdc below stated bv. with experienced (and maybe good) management. (A 7.5% seems relatively low now though compared to other bdc's.) YRCW. Trucking company with low p/s, price/stated bv WYE. Big pharma not doing too well with some of its prospective drugs. Low relative p/s, p/e ---- Closed stub DBD position. Trimmed more CX. finance.yahoo.com

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