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Strategies & Market Trends : Buffettology
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To: M CAHILL who wrote (976)1/8/1999 8:38:00 PM
From: Shane M  Read Replies (2) of 4691
 
FWIW,

First, why did you buy them if you don't know if you should own them?

I recognize a few on your list and will freely give my opinion on the stocks. Whether these should be in your portfolio is an entirely different question. This is all IMHO

From the list you mention I'm holding Peoplesoft and am watching DIS for a buy. I probably wouldn't sell DIS if I owned it now. Wish I could get a buy price somewhat lower though.

I used to own Manugistics but got burned and sold at a loss. Management there is questionable IMO. The only reason to hold this one I think is to hope for a buyout. A buyout will eventually come, but at what price? The company is bleeding red. I've decided I'm going to sell when the only hope for a company is to find a buyer to save its ship.

Many on the value thread like Case, and I agree that it's probably undervalued. I can't determine a buying time here though. I'd probably hold it now if I was already an owner.

Don't recognize any of the others.

Shane
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