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

To: Madharry who wrote (8190)	9/9/1999 5:47:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78910

Armin, re: SFY. Why SFY and why now? I was wondering, given that I wrongly passed on APA about 6-8 months ago when stock was much lower (article in WSJ had described heavy insider buying in some of these gas explore. companies), and it was also earlier(??) in the business cycle. Paul

To: Madharry who wrote (8190)	9/9/1999 8:07:00 PM
From: James Clarke	Read Replies (3) \| Respond to of 78910

Armin - wish I were in USU at your price. I would buy it here too if I didn't already own a lot of it, and I would add if I had some cash coming in. Maxwell questions - maybe there is a time in the next couple quarters that will be a better entry point, but you give me a net-net that has been profitable for the last five years, and has clean accounting, I don't ask many more questions. LKI - Mike asked some very pointed and well thought out questions and I am not ignoring them. I just have been working hard and have a 3 week old baby at home, so forgive me a few days - I just haven't had time to look at it. I haven't read the 10-Q yet, but will try to get through it tonight if little Jimmy ever goes to sleep. Any thoughts on Chromcraft Revington (CRC)? Looks really really cheap to me. JJC