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

To: Paul Senior who wrote (8085)	8/29/1999 9:07:00 PM
From: jeffbas	Read Replies (3) \| Respond to of 78821

Paul, note also SEHI whose stock has dropped off a cliff after extended stability. It is right down the street from CAV in the Southeast. CAV did not have much debt, but is weakening its balance sheet with continued stock buybacks. I do not know how this will all shake out but I remain of the view that there is no hurry. Certainly with the traditionally two slowest quarters of the year coming up, I would expect them to be pretty bad and the stocks to be the same or lower 6 months from now. Tax loss selling will also be a factor. In fact, December might be a good time to buy.