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

To: Madharry who wrote (10064)	2/25/2000 10:26:00 AM
From: LauA	Read Replies (1) \| Respond to of 78627

Heat turned up on EBSC enquirer.com

To: Madharry who wrote (10064)	2/25/2000 3:23:00 PM
From: jeffbas	Respond to of 78627

Armin, I agree wholeheartedly with your post. I would add CTX to the list of beaten down stocks worth watching. However, I am changing my strategy on a gradual basis. My money in stocks is now up 5 times from where it was in October 1998 (which was a horrible year for me). I am now concerned more with "the return of my capital than the return on my capital", to paraphrase someone whose name escapes me. Therefore, I am dribbling out my tech stocks on rallies by either selling a little or writing some short duration calls with handsome premiums at or in the money. Lastly, I am looking at these beaten down stocks as my time horizon is very long and I do not believe the value disparity will be nearly so large in 5 years. In particular, I am looking at only Number 1 or 2 companies in an industry category. That is not because there might not be even better values lower down, but I want to give myself the best shot if sentiment turns even slightly. I bought a small position in HRC today.