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

To: Jim Oravetz who wrote (9723)	1/24/2000 3:06:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78523

I think USEC just bottomed. Please. I've been watching and waiting for the orderly selling to break down into a rout. Today somebody said "no mas" and dumped a million share block at 5 3/8 or so, gapping the stock down nearly 20%. I just added to my position for the first time since the IPO. The company had $1.75 or so of free cash flow last year, and still pays a dividend of $1.10 (which could of course be cut). At this extreme, after a big gap down, I figure its good for a trade at least.

To: Jim Oravetz who wrote (9723)	1/24/2000 11:59:00 PM
From: Paul Senior	Respond to of 78523

Jim Oravetz: I'd say though, that there weren't any surprise stocks for thread readers with the Neff picks in Barron's. All his picks have been discussed here before. Some very recently - Horton & Toll, Delta, Wash. Mu., Owens Corning. One thing I like about Mr. Neff is that he seems to be consistent in his discussion with the business press. For example, in an interview in IBD, 12/31/99 he also discussed his choices of OWC, DAL, and HIW. (He also mentioned Brandywine Realty Trust -BDN in that article.) I was surprised to see an old favorite of mine, UHAL, discussed, and for more than a few lines. (Oscar Schafer portion of Roundtable). UHAL was discussed here a couple of years ago in much detail. Thread consensus seemed to be that problems regarding the controlling family (incompetence/self-serving side businesses, family fights) were just too significant. These are issues which still exist and were glossed over by Mr. Schafer, imo. Nevertheless, I maintain a postion in UHAL which I ocassionally trade into/out of. I also liked the recommendations regarding the defense business. Newport News NNS, and General Dynamics (GD). I hadn't been aware of NNS's dominance of its niche. (Although at first glance NNS stock still not cheap enough for me.) Paul Senior

To: Jim Oravetz who wrote (9723)	3/2/2000 4:23:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 78523

Choosing stocks out of the Value wreckage can probably be a little tricky--not sure I'd want to touch the retailers, Penny's, Sears etc. But I have bought Washington Mutual at $22. Back in January WM reported Record Fourth-Quarter and Annual Earnings; Increased Cash Dividend wamu.com I think this is worth a look--I might have to sign up for their PC banking and give it a test drive: wamu.com The other value stock I own right now is BNI-- earnings beat expectations last time and with high oil prices, business has to be good! The merger with Canadian looks like a pretty sweet fit. This one was recommended by my Dad to me, he knows his rails and he made some good points. In the news we have.. U.S. official calls CN/BN rail merger benign biz.yahoo.com If eventually approved by the STB, Canadian National and Burlington Northern would create a network with almost 50,000 miles (80,500 km) of track, stretching from Halifax on the Atlantic coast to Vancouver on the Pacific, and southward to New Orleans and Los Angeles. I love this from Joseph Resendes told the Rail Customer Forum: DuPont was already captive, served by a single railroad, for 80 percent of its rail traffic. ``The implications for the consuming public and the economy are obvious and dire,' Resendes said. The only dire implication for the consuming public is the number of trucks on the road. Shipping by rail is a great business, I am happy to own a little BNI!