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Strategies & Market Trends : Value Investing

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To: Allen Furlan who wrote (5658)	1/7/1999 8:19:00 PM
From: MCsweet	Read Replies (1) of 78920

It has not been a long enough time period to say anything meaningful, but just for kicks here is an approximate performance update on the stocks I mentioned. Update on small-cap picks ___________________________________________ From post 5239 (Performance since Nov. 7): Advanced Marketing (ADMS) up 10% Construction Materials (CUO) up 14% Michael Anthony Jewelers (MAJ) up 5% Movie Gallery (MOVI) up 30% Building One Services (BOSS) up 37.5% Gibson Greetings (GIBG) flat Rainforest Cafe (see below) S&P up about 11% ___________________________________________ From post 5302 (Performance since Nov. 23) Rainforest Cafe (RAIN) down 20%. Thornberg Management (TMA) is flat. S&P up about 6%. ___________________________________________ From post 5414 (Performance since Dec. 11) Capstead Mortgage (CMO) up 14%. S&P up about 6%. ___________________________________________ I recently sold the BOSS and picked up some TXI, IDG, and GAI. Much thanks to those who recommended these stocks! MC

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