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Strategies & Market Trends : Value Investing

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To: 18acastra who wrote (4365)	6/30/1998 8:04:00 PM
From: Paul Senior	Read Replies (3) of 78714

18acastra: You may be right; it seems to me though, this whole thing about Hollywood is based on a presumption of future events continuing in the current or better mode. Well it DOES appear that if I get a chance to pick from two similar stocks, I consistently seem to have been picking the wrong one... or never quite go far enough in my analysis. I've got TIMT rather than TRE (Tremont may indeed be better.) I've got RN rather than MO. I've got MWY rather than WMS (I can't see those 50% of net numbers on WMS.) I've got RDO rather than Case. (I'm in with a guy who can make money.) I've had CCS rather REITS, SJP, etc. (tendered most CCS though). And just as a joke on Mike Burry -- taking beer to be more valuable than oil in Argentina-- I bought LQU rather than YPF. -g-. Paul Senior

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