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Strategies & Market Trends : Value Investing

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To: accountclosed who wrote (5518)	12/20/1998 5:04:00 PM
From: Paul Senior	Read Replies (1) of 78659

A Roquentin: Okay. I like to own a lot of stocks, and I categorize them by different valuation models. Graham-style and relative-div. yield being two models. I generally post my pick - and unless stated otherwise - it's what I've bought for one of my portfolios. I post once on the stock. If it gets some discussion fine; if not, I go on. If I add to the stock (I generally average down), I might post that I've done that. Occasionally I'll post when I've sold the stock. Stocks that I've recently bought or added to, and that have not moved up in price (or have declined from my buy point) are: CENT BD NOC LDRY GLR UDR CDX GHV IHS GNCI TMO MMI CS FAVS BUNZ HDCO (not a value stock) SNDK (not a value stock) May have left a couple out, but should be enough ideas for you to look at. Stocks I've been selling bits of this quarter: And sorry I am about it: SUNW FLEX WKR GNET (I did buy ONE internet stock!) Thanks for asking my opinion. Appreciate that. If you're new to the thread you should know there's a crew here who probably has a much better record for stock picks than I do. More picks-no; Better picks- yes. -g-. Afraid if I mentioned names, I'd forget somebody. Good investing! Paul Senior

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