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

To: Wallace Rivers who wrote (10164)	3/10/2000 1:25:00 PM
From: Archie Meeties	Respond to of 78567

and NKE is still a big time brand name, experiencing a temporary (?) setback. That's the risk. What's to stop it from becoming another Tommy H except for the consumers whim? Before NIKE, Converse was big.

To: Wallace Rivers who wrote (10164)	3/11/2000 4:51:00 AM
From: Paul Senior	Respond to of 78567

Here are some adds/subtracts I've made this week: Added to positions in Seagate (SEG) and Trinity (TRN). I've been playing catch the falling knife with TRN since I first posted on it- from 28 on down to today's 20. Added more to Del Webb (WBB) as it's hit new lows. Added to my long term holding in TFH. A management buyout went totally awry, and I'm taking big hurt here. Buying even more @ 1 1/2 -- gives me a perpetual call. I've done this before elsewhere -- with terrible results. This time may be different, but I've got no justifiable reason it might be. Building back my position in RAD again. A special situation I've posted on before. (Stock subsequently rose and I exited most of my small position. Stock's now backed down.) Essentially, there's the new investing firm and new management that might turn this company around. .... maybe. Added to Genuine Parts (GPC) as it hit new lows. Started and added to DNB. Special situation: spin off of Moody's. Tremendously powerful franchise. For example, they just rated Mexico. THAT has an impact on Mexican economy. Warren Buffett's increased his DNB position too. Selling off Cross Pens (ATX) at a loss. Gave it a couple of years to work out, but now I give up. Similar with RDO. (With RDO it was the Buffett example of the excellent manger who tries to run a mediocre business and how the latter triumphs.) I posted on both these stocks here --- and as a reminder-- I AM wrong many, many times. Took small amounts off the table on SUNW, LSI, GEMS, FLM and SEMI, more off on ELAM. LSI, GEMS, FLM and ELAMF (ELAM) were discussed as possible value stocks several years back. SEMI was mentioned here last year couple of times by Jeffrey Bash. (Thanks, Jeff, for sharing some great work. I'm still holding most based on your earnings and price outlook.) FWIW Paul Senior