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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (5446)	12/17/1998 11:29:00 PM
From: Paul Senior	Read Replies (2) of 78702

Armin: Some of my stocks also down from my original positions - and I am also adding. Today bought more MMI (@14). Bv($21+) is understated imo. Professional value investors buying, also some insider buying. Today added to NOC. Northrup trades about 4x cash flow and maybe 10x '99 earnings (sorry... sometimes I do think about future earnings -- but I try to avoid doing so -g-). Sales, margins seem to be increasing. Today started new small position in BUR(8 11/16). Asian market will apparently flood US and Mexico with textile products. Burlington Industries looks like it's trying to focus and maybe abandon US manufacturing. Trading at pe about 6, with BV about 12, and close to its lowest price since '92, .5B market cap. Worth a small investment within a diversified value portfolio --IMO. Yesterday added to GHV. Very out of favor. p/bv = .41. psr = .19 (per Yahoo). I've got several of these beat down health care issues. Paul Senior

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