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To: Harold S. who wrote (22107)	2/12/2000 8:47:00 PM
From: Larry S.	Respond to of 53068

Some ideas Harold: ODP, OXHP, GBTVK, DOL all look attractive to me. Larry

To: Harold S. who wrote (22107)	2/13/2000 8:49:00 AM
From: Ron McKinnon	Respond to of 53068

Harold which ones depends a lot on your time frame also, sometimes it makes more sense to buy fewer shares of a higher priced stock than more of a low priced one you seem to like beaten up sectors a few right now are financials, airlines, drugs some on my watch list include the following: AFC CIT I know this one well and am in some, looking to add someone has been dumping big blocks this past week I don't know why P/E is low and forward earnings are calling for 2.63 to 3.22 a share something may be wrong here but I can't find it yet CNC IBC LUV NWAC, I'm in real small and watching PHBK, ditto SKS, I have some and am not sure where from here Paul's WHC may be worth a look also

To: Harold S. who wrote (22107)	2/13/2000 10:56:00 AM
From: DanZ	Read Replies (1) \| Respond to of 53068

Hi Harold...good to see that you are still lurking here. I'd like to add to Ron's comments on CIT and SKS, as I also own both of them. The earnings estimates for CIT increased a few pennies last week yet the stock still got hammered. I don't have nearly the experience with this sector or this company as Ron, so I can't comment on the micro issues that might face this company. In general, the financial stocks are out of favor right now because big investors are fearful of the interest rate environment. I personally think that they have overreacted, similar to how investors in semiconductor stocks overreacted at the bottom of the cycle for those companies in the summer of 1998. If you have patience, I think that many of the financial stocks are excellent buys now, including CIT. The same comments apply to retail stocks such as SKS. The stock is trading at a multi-year low and the market is treating the stock as if the company is going out of business. As the old saying goes, buy good companies when there is blood in the streets. I believe that SKS will be back and that the stock is trading very close to a low for this cycle. Another favorite stock of mine that I will lump into the retail sector is KSWS. This company has an extremely strong balance sheet that should limit the downside risk in the stock while the uncertainties at retailers such as Just for Feet, Venator, Finish Line, Sports Authority, etc., work out. Rather than repeat everything that I wrote on Yahoo, you might read the KSWS thread there if you are interested in this stock. There are many excellent posters on that thread and it is mostly devoid of the trash talk that one finds on so many threads on Yahoo. This post summarizes some of issues facing K-Swiss but there are many other posts that you might want to read if you are interested in this stock. messages.yahoo.com There is blood on the streets in the athletic shoe sector, but K-Swiss has been in business for nearly 40 years and management has demonstrated that they know how to navigate through up and down years. The company has the strongest balance sheet of any athletic shoe maker ($5 per share in cash, 0 debt, for example) and demonstrated in 1999 when they earned about $3.00 per share that they have tremendous earnings potential. The company has $22.8 million remaining on their buy back authorization and I am confident that patient investors will do well with this stock. Best of luck, Dan