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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (6827)	7/16/1999 1:24:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 15132

I hadn't thought about buying SEG for awhile, and when I checked the price I found it down under 27 due to the earnings, so now I own a good chunk. Thanks for reminding me (I think - <VBG>), Carl

To: Sam who wrote (6827)	7/16/1999 2:00:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 15132

Sam: Re: "August is typically a great time to buy drive stocks, especially in those August when it seems like no sane person would ever want to own them. This strategy has frequently resulted in doubles or triples by the following Jan or Feb, and occasionally even better than that." Yes, these stocks can give you a nice positional trade. I agree. Re: "That is the current reality, Justa. But their other assets are just beginning to be appreciated, especially since the VRTS deal was too large to be ignored. Luzco said that they were exploring ways of unlocking the value of their holdings without hurting the stocks of the underlying companies, and hoped to have something sometime in the next month or two." What do you think are the options being explored? Now here is a potential catalyst that could change street perceptions.