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

To: James Clarke who wrote (10005)	2/18/2000 10:01:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78652

Jim, I repeat my caution on CMH. I think the industry wobbles for some more time. I also expect them to report their first down quarters ever(?). There may be industry bankruptcies. Also, that financial services company (whose name escapes me) that got out of MH lending with a huge loss makes you wonder about CMH own lending operations. I would be opportunistic about adding more - only at a price which really reduces your average cost.

To: James Clarke who wrote (10005)	2/19/2000 11:14:00 PM
From: Grommit	Respond to of 78652

I promise not to do it again. :o) BL -- I agree with you and am hanging tight to 27. TCAM - I owned it for a couple of years and sold nearly all at a decent profit before the merger announcement. I have listened to a few conf calls and talked to mgmt and thought I knew the company. I still think mgmt is above board and was heartened that nothing leaked prior to announcement that the merger was off. I am going to ride along since the company press release stating that EPS for yr 2000 s/b $1.70-1.90 range. I'll trust them at this point. No choice. ANF -- I just loaded up. If you can't beat 'em, join 'em. But only at a reasonable price. Here's some hi tech stocks I am watching/owning. They are not value plays, but are reasonable hi techs. I think.) TNL. (I don't own yet). SBSE (I own a few). PLT (I own a fair share. Long term - voice recognition, expanded headphone use, computer music,...) Other opinions welcome. Also additional, reasonably priced or undervalued, hitechs/higrowths would be appreciated. Anyong thinking of FDX at these prices? quote.yahoo.com