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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (13320)	4/17/2000 11:27:00 PM
From: Carl R.	Respond to of 15132

Justa, I've been in some for awhile, actually, if you want to count business intelligence as BTB. I've held BRIO (formerly BRYO),SGNT, and COGN for quite some time, and they are quite reasonably valued at the current time (unfortunately <G>), and I'd recommend them at the current prices. INFA and ACTU are coming into a reasonable range to buy them, as well; either company in the low 20s should prove to be a good bargain long term. If you like the tiny unproven type, try VIAD if you can get it under 12, preferably in single digits. As for the CRM sector, it is still way off the map in terms of valuations. Despite their recent falls most of them could fall another 50% and still be too high, in my opinion. Same for EPNY, ARBA and CMRC. There should be a heck of a shakeout in that sector somewhere along the line. Do you have any particular companies you were looking at? Me, I'm mostly sitting painted into a corner of my own making holding a bunch of micro-cap value stocks with PEs well under 10 that no one seems to want. Heck one of them, PROG, closed today at $3.875 and they are a profitable, growing, part internet (5%), retailing company with a trailing PSR of .09, a forward PE of 10 with $3.625 in cash per share and a book value of $7 (tangible book is $5 if I recall). Anyway, I'll just sit here holding it until someone wants to buy it from me at a more reasonable price. <VBG> Carl