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

To: cfimx who wrote (10171)	3/12/2000 3:10:00 AM
From: Paul Senior	Respond to of 78530

Here's a link to an interview with value investors M. Whitman and R. Rodriguez. I believe these guys' performance is not so hot recently (-g-). I have some of the same stocks they do, and I know they are hurting on some of these. I bought at same or lower prices than these guys did and these particular stocks have since gone down a terrific amount. That would be, for example, Conseco (CNC,which I am considering adding to), Consolidated Stores (CNS) and First Am Financial (FAF). What I like is that these two still have faith in their picks, and persistence to hold for many, many years. (I know for example, that Rodriguez has held CNS when they bought out the old Pic-and-Save chain-- at least a 7 year holding for him I believe. And Mr. Whitman's been wrong on FAF for more than two years now.) Of course, I see they've got some winners too - -g-I mentioned MIKE (Michael's Stores) here about a year or so ago at 17 and I sold couple weeks ago at 28-- stock's now 37. When that happens I can't tell if I'm a winner or a loser -g-. Maybe I'm both. Rodriguez holds Horace Mann (HMN) which has some interest for some on the thread. I've got CP Clare (CPCL, which I've posted on, and that I still believe is a cheap, cash-rich tech stock), and also I am a long term holder (sufferer) of Catellus (CDX). I've been monitoring Countrywide(CCR) for the last month. (Aside to Twister: also monitoring Meritor (MRA), as I consider it "same boat" stock as DRRA,FMO, DCN which I hold.) oh yeah... the link: mfmag.com Paul