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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mike 2.0 who wrote (7453)	6/7/1999 10:03:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78654

We saw the same articles about Nike last year when it was in the 30s. This is old news. Jill Barad is controversial, but she has one hell of a track record putting growth into "mature" products like Barbie or Hot Wheels. The negatives on her are not news - she is a born marketer and she hypes the stock like she hypes the products, and every three years or so it catches up with her. But the company owns THE long term brands in the industry. These brands are not going away. The risk here is that the TLC deal will blow up. That is a risk I am not totally comfortable with, but will take reluctantly to buy this business at the right price. Maybe you get your buy at the old lows, Mike. Today proved there are still marginal shareholders out there who will sell on old news - the stock is not totally washed out. But there are so few good large-cap businesses out there at reasonable prices, and so many fund managers looking for them, that I think the risk here is to the upside on any whiff of good news.

To: Mike 2.0 who wrote (7453)	6/8/1999 9:20:00 AM
From: Neil H	Read Replies (2) \| Respond to of 78654

Hi Mike and all As you brought me over from the dormat Mattel thread, I will contribute as probably many on this thread are more to my investing style than some of the threads I frequent. Long term Mattel at 24 is a good buy. It is worth a few point pop for a trade too near term. Other stocks I consider reasonably price for the long term that I own are: BA SLB COMS BGP CPQ NETA WIND All bought low. Just waiting to sell high. I think I will lurk for a while on this thread. Looks interesting. Is this the wrong thread to bring up my favorite stock RMBS on? :) Regards Neil