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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3771)4/8/1998 12:14:00 AM
From: Paul Senior  Read Replies (1) of 78530
 
Mike thanks for remembering: Also thanks for not mentioning others that I own that are not doing so well which include (but are not limited to -g-) SFLX, NTAIF, WDC, APM, RACCQ --that Q = bankruptcy :>(
vvtv (almost a takeunder - and it may wind up that way) and HDCO which I was wondering what the market knew that I didn't (--and I found out today after having averaged down a full position's worth). Seems that I own larger quantities of the ones that go down than I do of the one's that go up. That hurts. (I need to do some better portfolio balancing with some of these recent buys.) Still holding SWR - ouch- hurts to see it on the new lows list when market is at 9000.

I am averaging down now on TIMT -- another one where I can not see why the stock seems so underpriced compared to its locked-in potential (long term contract supplier to Boeing for titanium.) And I hope this will not wind up another HDCO for me.

I post these just to confirm to anyone who might actually follow me into some of these positions that have been successful recently -- that I've got plenty that aren't so successful too. That is: BE CAREFUL (-g-) Paul

(ps Mike: not sure yet what I'll do. Conseco, very aggressive co. with good stock performance. I don't know enough about its business; I would like to hold on to see if I can get a long term gain.)
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