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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (6242)	3/9/1999 11:59:00 AM
From: Paul Senior	Read Replies (2) of 78480

FWIW, made some changes re stocks I've mentioned here. SHG: Selling half my position. Big loser for me. UC: Another big loser. I'd sell if it would open for trading (halted after bankruptcy announcement) VO: sold last week @ mid 40. Lost my confidence to hold as stock jumped around from its highs. This stock discussed here about 18 months ago with almost everyone - I think?? - saying it was wasn't worth buying at low 30's, where I bought. BMY: peeling off more @ 64. I've sold some at 22,44,49,54,59. What can I say? Sometimes, one good stock purchased right, makes all the difference to one's portfolio results. Or maybe I should say, one good stock--- if it were just held-- would really make all the difference. FLEX: took a little profit. Again, looks too soon. WBB: Del Webb. Adding to position today as stock drops under stated book value. Still finding lots of stocks to buy in this market. Paul

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