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


To: Paul Senior who wrote (10196)3/19/2000 9:45:00 PM
From: blankmind  Read Replies (1) | Respond to of 78525
 
thanks - I'll look in to thme.



To: Paul Senior who wrote (10196)3/21/2000 9:40:00 PM
From: Bob Rudd  Respond to of 78525
 
THREAD: The SEC is open to comments on Fair Disclosure rule that seeks to reduce 'Selective Disclosure' of material information on stocks. The rule would help level the playing field for individual investors.
This article describes FD rule and has links including email where you can comment to the SEC on whether or not you favor the FD rule or not:
fool.com



To: Paul Senior who wrote (10196)3/22/2000 4:33:00 PM
From: Wallace Rivers  Read Replies (2) | Respond to of 78525
 
Hello fellow value investors! The times they are a changin'!
This is the first time I will have posted in this manner on this thread, as I'm not posting about a value stock. It's one I've held for three years now, and it's been a wild ride, almost thought the company was going to cease to exist year end '99. Thus, I will give the disclosure that I am long the stock. I am posting because I feel that the stock will work higher, but also for some perspective, because I feel this is the best thread on SI to achieve that.
Anyway, the ticker is ICOM:
I feel they have cleaned up the balance sheet while adding working capital (granted, at the cost of some dilution), they have put on two major new hires (one in marketing, the other in engineering, the latter being today's announcement), as well as looking for a lot of other employees, if one believes the company website. I hope this is a precursor to some contracts, and I also hope the contracts are significant.
Anyway, the company is slightly beyond development stage (i.e. speculative), but it is in the right place at the right time, being a cutting edge telecommunications provider. I hope you will pardon this intrusion, and tell me what you feel, helping me with my DD which spans 3 years plus now!
Now back to more mundane stuff, like S ALL FLO DVD...
Company website intelect.com



To: Paul Senior who wrote (10196)3/22/2000 8:14:00 PM
From: Keith J  Read Replies (1) | Respond to of 78525
 
Anyone own or have an opinion on Tejon Ranch (TRC) as a value investment?

KJ