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

To: James Clarke who wrote (10245)	3/29/2000 10:23:00 AM
From: peter michaelson	Respond to of 78704

Jim: You are very kind. I think I'll buy a few on your $2 billion list, creating my own little fund. Thank you very much for taking time to share your thoughts. Peter

To: James Clarke who wrote (10245)	3/29/2000 12:43:00 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78704

One I'm looking at is DTE ($30), a boring old utility, but... Yields just under 7%, price/book about 1.15. Dividend appears very secure. One but here is a 32% interest in PLUG, which translates to about $8/share. Also, some utilities are getting a bit more of a telecommunications twist (look at MTP today), DTE may be able to participate in a small way, given its acquisition of MCN, which has pipelines in Mich. Comments, thoughts, anyone?

To: James Clarke who wrote (10245)	3/29/2000 4:28:00 PM
From: prosperous	Respond to of 78704

James What do you think of AER; they have only 2-3 year history. What would be the risks with this stock? Thanks Hemant

To: James Clarke who wrote (10245)	3/30/2000 10:48:00 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78704

Sad, sad, sad: biz.yahoo.com One of the reasons to buy BRK instead of a value fund - even if you stick with the guns, the fund may go belly up because of withdrawals. :-((( Not to mention the domino effect of selling depressed positions to get cash for withdrawals. I hope your company James is doing better. Jurgis

To: James Clarke who wrote (10245)	4/18/2000 6:07:00 AM
From: cpabobp	Respond to of 78704

James, I'd like to extend my thanks to reminding me to look at CCG (posted around 3/30) I looked at them a little over a year ago, before their 1999 move to 39 and passed. I got in before going on vacation on 3/30 around 28. Incidentally, I had an opportunity to take a peek at CCG's newest mall under construction in Orlando. It looks like they may have another good property. I believe you are also a holder of LHO? Do you or anybody else have any expectations for the performance of LHO for the remainder of 2000 or 2001? I was in around 11 1/2 in December and it's moved into territory where I typically get itchy to sell. (Note: My history tends to be that I sell early more times than I sell at the right time) Thanks.