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Strategies & Market Trends : Value Investing

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To: Bill Zeman who wrote (6747)4/15/1999 2:50:00 AM
From: Paul Senior  Read Replies (1) of 78470
 
B. Zeman: re: MI. You are looking at it incorrectly IMO. You need to focus on price to book value and price to sales IMO. Especially over past years. Do not let rapid % rise, semiconductor business or semiconductor mix deter you. Nor where the bottom might be. All IMO. Focus on 2 years out IMO. It is a value stock IMO. Still, IMO.

Paul Senior: still long - MI, ARW, GWW, CENT - all posted here before.
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