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

To: Paul Senior who wrote (7550)	6/14/1999 10:32:00 PM
From: Grommit	Respond to of 78515

trucking -- XPRSA sure lost it since Feb, but good to hear you recently took a position. CVTI looks like a recent bargain, so I am long there now. Overall my transportation picks are not doing well lately except for CUI.

To: Paul Senior who wrote (7550)	6/15/1999 2:02:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 78515

Trucking: I have been following CNF. They specialize in partial container shipping, and appear to have good software to support this approach. It seems to me a bet for the shift to the internet economy, where goods go directly from provider to end user, and don't get shipped to some middleman's warehouse to sit anymore. My hesitation is the sector in general, being sensitive to gas prices and interest rates. IF the industry is down now, where will they be when interest rates and gas prices go up? G.W.