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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (278)	9/19/1998 12:25:00 PM
From: Sonki	Read Replies (1) of 4691

dear JJC, avon, dis, DEll, pfe:i m a paranoid value investor. DELL is the largest position in my portfolio. I find it is more work to hold DELL today then it was to first buy it. I could actually argue that DELL might be an undervalued stock but i won't argue that point right now. Rest of my big postions are in csco, msft, intc, pfe. I have read your posts in detail and i would like to get your opinion on companies like AVP (avon) and AXP, DIS? 1. DIS: do you think it will see it's old high within a year? time frame is important. 2. Avon has has lots of international business but i do not think it's in trouble per CEO comments on NBR. but the stock is being hammered by analysts. so do we belive ceo or analysts? Please read the follwing info i have collected on Avon. exchange2000.com 3. does buffet hold PFE? and how can one can get a list of stocks he holds? i belive there was a website for it. thx. very much in advance. Jumping out of high tech is a big step for me but i see this down turn as an oppurtunity in the market for me to diversify.

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