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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4537)7/30/1998 12:26:00 PM
From: James Clarke  Read Replies (1) of 78702
 
What do I think of St. Joe at 25, you ask? I'm amazed. Having sold almost all of my holdings of St. Joe in the 30s (it was 40% or so of my portfolio at the time), I'm only thinking relief. I still hold some, but am not ready to add until management takes some of its cash hoard and buys back some shares. I don't know what they are waiting for.

Jim
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