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

To: Paul Senior who wrote (7879)	7/29/1999 1:33:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78486

Ambac would be a fresh money add for me in the mid-50s too if I had any fresh money. (Historically Ambac and MBI are almost interchangable.) Ambac is long overdue for a run to 75. JJC

To: Paul Senior who wrote (7879)	7/29/1999 1:47:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78486

Concord Fabrics - CIS About two months ago I said I'd post a net-net that I thought was a no-brainer. It is very thinly traded, so naturally I didn't want to post it until I had bought it. As it turned out, I tried to purchase the stock for about a week but the market maker never hit my bid. I was holding out for that extra 16th at 4 3/4, then the stock moved away from me. Got taken over today for $7 3/4 a share. Never bought the stock. As Homer Simpson would say...DOH! JJC