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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6797)	4/16/1999 9:29:00 PM
From: Paul Senior	Read Replies (4) of 78567

Jim: nice pick on LKI. I've been watching it for 4 months -- keep forgetting to buy when it gets under 7. Should have set my buy point a little higher. Others I've been looking at lately - not buying though - prices are getting away - include VANS (in addition to their shoes, they have a business opening up very successful skate board parks); PPG (very strong dividend yield, stock buyback) - hit a low within past couple of weeks at 48, now 10+ at 58. Also, in the same vein (chemical stocks) missed SHLM (16+ up from low 13)and GRO (10 up from 8) I'm very upset that I didn't start a small position in the Hilton gaming spinoff (PPE) which I thought about for a long time. Stock is up 50% to about 9 1/2. I also forgot to buy BEAV at 12 (now 18). Perhaps I am spending entirely too much time writing that the market has plenty of values-- and spending too little time buying stocks myself -gg-. New positions I'm looking to start somewhere around this level are: Allstate (ALL) if it'll drop a tad closer to its low, RPM if it will drop a little lower. (A lot of the chemical stocks seem to be doing VERY well the last couple of days). I'm also watching FA (Fairchild), a company that looks very good on Yahoo, but about which I seem to be unsure when I dig further. SLOT is being sued by another gaming co. as you know, and I missed the chance to average down at 42 this week when the news came out. And of course -g-, no list of mine would be complete unless I had yet another stock to buy which differs from one of your picks: If MBI drops a bit more, I will add to my position. (My cost basis is about 57-58---- I'll add more scale down..) Paul.

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