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

To: Jurgis Bekepuris who wrote (10642)	5/24/2000 12:11:00 PM
From: David	Read Replies (1) \| Respond to of 78954

Jurgis: I am really struggling in making a decision on whether to buy more ANF. I posted a note on the ANF board that summarizes pros and cons on the company made by posters of the Yahoo board. The link is a follows: Message 13765075

To: Jurgis Bekepuris who wrote (10642)	5/24/2000 8:23:00 PM
From: cpabobp	Read Replies (3) \| Respond to of 78954

I also like T, Mike makes some good points on his web site analysis, although I'm not sure if I can follow valuing AT&T wireless at 53 billion (yeah I understand the market math, but honestly AT&T wireless doesn't seem to have that much market hold compared to Nextel & Vodaphone). But in any case I traded in my shares of UMG since I now realized that it's actually a better deal to have T than UMG (unless I missed a revaluation, last I heard it was $30 cash plus .95 shares of T). Actually, I really don't care much about T's fundamentals, technicals or anything except that AT&T has the best chance at making a run at local service and broadband over cable. I'd also consider T a core holding for long-term (that's why I don't care much about their other fundamentals). I had been a holder of UMG and TWX since 98 and 97 respectively after being a Roadrunner subscriber (and since sold TWX when I heard I'd have to get AOL instead, damn I hate them). Also, I was just curious how everybody's portfolio is performing so far this year. Regretfully, I have dropped from +24% YTD to +11% YTD in the past 2 1/2 weeks due to heavy weighting in a couple of bad short term trades.

To: Jurgis Bekepuris who wrote (10642)	5/30/2000 12:23:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78954

re: ANF. Imo, another reasonable tactic, instead of averaging down in ANF as it drops, is to diversify within the retailing sector. Two stocks I am looking at now are K-Mart (KM) and K-Swiss. While KM certainly has its troubles, a lot of it may already be reflected in its share price. KSWS, perhaps facing lower earnings this year than last year, has been buying back its shares, has no long term debt, and sells at a 'reasonable' (imo) p/bk and p/sales. Yahoo shows $5.68 cash behind every share (shares trading now about $13.) Also, I notice some insider buying in KSWS. fwiw (I have no positions in these stocks as of today) Paul