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

To: Paul Senior who wrote (8639)	10/13/1999 7:11:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78688

FWIW. Saying goodbye to CYM. Offset those gains with losses as I say goodbye also to last holdings in Titanium Metals (TIE). Adding to my small position in Brantley Capital (BBDC). Same story as I reported before: they are investment managers. Book value is 12, stock is under 8, and they've still got relatively lots of cash to invest. I generally like these investment companies. And rather than pick one, I've gone with a few that seem attractive to me. FWIW Paul

To: Paul Senior who wrote (8639)	10/14/1999 6:26:00 AM
From: David	Read Replies (1) \| Respond to of 78688

Paul: Re: Chris Craft (CCN) You expressed my sentiments exactly, especially concerning Siegel and the long wait with dead money. I never saw much down side risk in holding the stock and my position too was small, so I wasn't overly concerned, and will continue holding until the final scenario on this possible sale/buyout plays out. Concerned though whether Siegel might screw up the deal by taking a tough bargaining stance. Also, concerned that he and his sons may be unwilling to give up the family business. Yours & etc. Stern