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

To: Wallace Rivers who wrote (8462)	10/1/1999 3:00:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 78577

Is SRV unquestionably going to survive? The comments about initiatives to conserve cash weren't too thrilling in their implications. By the way, anyone remember the name of that company that is the leader in monuments? My problem with this industry is that a decline in death rates is not necessarily something which will turn around quickly. You want the fundamental trend to be in your favor not against you.

To: Wallace Rivers who wrote (8462)	10/1/1999 3:00:00 PM
From: Paul Senior	Respond to of 78577

And FWIW, adding also now to FTU as it hits new lows.

To: Wallace Rivers who wrote (8462)	10/2/1999 12:27:00 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78577

Wallace, re: SRV. I think an investment in this "industry" at current time and price will work out okay. Which would be for a 3 year (min.) investment within a diversified value investing portfolio. I've picked STEI and have a position. We have some excellent opportunities now to buy stocks in some very out-of-favor industries. In addition to the funeral/cemetery business, I am talking about mobile home manufacturers, stick home builders, fertilizer companies, some food companies, some banks, most insurance companies. It is a reasonable bet, imo, that within a few years, stocks selected from these businesses now, bought-and-held, could prove to be profitable investments. Perhaps this might be your thinking now as well. Paul Senior