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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (7065)	5/6/1999 11:49:00 AM
From: Paul Senior	Read Replies (1) of 78467

Jim: re HYDEA. At some point this particular company's fortunes became more favorable than its value as a net-net. Something to do with new management or switch to more favorable fashion acceptance of its shoes. I believe that those changes could not be evaluated or predicted as an investment so readily as the net-net workout. On the other hand, maybe it could be. K-swiss shoes are hot and its stock has come roaring back from its lows. And FLH (Fila), which this thread saved me from buying at 23 about a year ago, is now chopped almost in half. Maybe a bet might be that FLH could see its fashion s back in style and its stock rise again also. Still, it did turn out that HYDEA was a very, very good investment on several levels (I don't know about now - I don't follow HYDEA anymore.) Anyone buying at 4 and holding to 12 had to have been stubborn or forgetful or adept in spotting the changing business. Kind of reminds me of VVTV which to me was clearly undervalued on a financial basis (cash+investments)until about 5 or 6 (imo) where I sold it profitably--- but, as mentioned here, I wasn't able to see the internet aspects and so missed the next double (to 12). Selling too soon is often the plight of the value investor!!

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