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

To: Paul Senior who wrote (8796)	10/28/1999 10:17:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78652

I gave Unifirst a close look two weeks ago. It looks very attractive. Read the footnotes carefully, though. There is an accounting glitch here. But certainly that doesn't affect the growth story if you're looking long term. I've got to return to the financials and really model what the accounting glitch has done to earnings. (look at the footnote for depreciation of uniforms) Did anybody else have a huge week. Was this a value rally? I've been completely out of touch the last two days on a business trip. I guess maybe it was just coming to me - I had been getting absolutely creamed for the last six months. Clayton and Ambac up 15%, Sara Lee up 10%, Amazon down big (yeah, I know - I just can't cover this one - I covered Citigroup last week at 42 and change - thank God.) Mike, I will look with interest at your net-net screen. I thought I had the only one, but I use software that only professionals can afford (i.e. I don't pay for it). I still haven't filled my position - I bought about 1/3 of what I want, then the price ran up on me. If you picked this one up on your screen though, I'd be tempted to disclose it anyway. Not to promise that I will. I bought St. Joe at the open today. Thanks for the heads up. I put in the order last night right after I read Wright's post and then saw that the stock was only up to 23. If I had to put all my money on one stock and hold it for five years it would be Clayton Homes. Even at 10. My conviction level has increased significantly. JJC