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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: George the Greek who wrote (2022)	5/5/2000 9:01:00 PM
From: Larry S.	Respond to of 5499

Best: 1. BFO - Best Foods would be my #1 today, think it will be taken over. Only question is by whom and at what price. If not taken over, will have to recapitalize and do huge buy back or special dividend. the stock is in play, my experience of stocks in play is that they get taken out, usually at a price higher than anyone expects initially. 2. JCP - JC Penney - selling assets, spinning off Eckerd Drug store chain, unlocking value, 6-7% yield. new prez. win win. 3. Airlines - energy prices will moderate, airlines are booming. Like NWAC for value, like LUV cause i think its the best airline in the US. 4. SBC or BEL as great value plays in the telco sector. 5. My #1 favorite stock, GLW, Corning Inc. not really an undervalued stock, but certainly a quality one. Huge fiber optic position, major move into photonics. focused business, an old economy company in new economy business. 6. OXHP - Oxford Health HMO. good earnings signal the turn around of this HMO. The sector is strong. OXHP has potential to move from 19 area to 25-30 in the next few months. jmho. end. larry

To: George the Greek who wrote (2022)	5/5/2000 10:32:00 PM
From: BWAC	Read Replies (1) \| Respond to of 5499

George, Best? That is tough? There are so many, with even more that don't suit this environment. I see a whole lot of undervalued stocks. Problem is the market could care less. JCP for the reason already stated. When sanity returns I want to be holding NITE, EGRP, AMTD. For stability, again when sanity returns, I want to be holding several banks and financials. FTU, ONE, BAC, AXF, DLJ all look like extreme values. CNC at 5 1/4, could be a bust or a triple. If you think interest rates will peak soon, and then start back down. I suggest the old utility stocks like CPL, CMS. Take their high yields now. Take some price appreciation when the interest rates inevitably cycle down. The time to buy these is soon. Let the Fed do their thing, let the yields/stock price adjust for that, then buy. ODP has built a huge base at $11. Its ready to go. For industrial stuff, LPX and SOI. Its not value, but it is beaten down. And is a trading machine. MCLD

To: George the Greek who wrote (2022)	5/6/2000 12:55:00 PM
From: TimbaBear	Read Replies (2) \| Respond to of 5499

I'm not a regular poster to this thread but I am a regular "lurker" so I hope that qualifies me as an entrant. My favorite undervalued picks are: CMGI....this internet VC firm has taken a huge hit in price based solely on the internet stocks being apparently out of favor....fundamentals are strong, they have proven ability to bring good companies public, they have major initiatives in Asia and the rest of the world, they have hit bottom and have started back up. CNET....look at the fundamentals on this one....and it is in the internet arena! SFP....a specialty goods retailer with great management, great growth, great net profitability. TWRS....these folks own over 11,000 communications towers throughout the world....wireless is the wave, and they provide the highway....when looking at their quarterly numbers, pay special attention to revenue growth and operating income....the bottom line loss is due to amortization of acquisitions. HAKI....an employment agency specializing in supplying industry's internet personnel needs....anybody see the net going away soon?....or the economy not being strong?....this company has great fundamentals in a great industry at the right time. Would appreciate any feedback. Timba