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

To: Wallace Rivers who wrote (10648)	5/24/2000 9:51:00 PM
From: Jurgis Bekepuris	Respond to of 78958

Was in positive territory two weeks ago. Now probably not. Won't give any numbers, because they don't mean anything. My accounts suffer from too many deposits and withdrawals to calculate even approximate return. See Mike's explanation at his valuestocks.net site (Hey, I'm plugging it too much!). ;-) Jurgis

To: Wallace Rivers who wrote (10648)	6/2/2000 5:29:00 PM
From: Allen Furlan	Respond to of 78958

Wallace,re yell. Held last year as a play on their logistics strategy and sold with no gain. Recently saw favorable article in WSJ on pkoh as a company re-inventing itself as a logistics player utilizing the internet. Company is an old nuts and bolts manufacturer located in rust bowl. Have sent for investor package because company has all the characteristics of a value play with a technology kicker. If you were interested in yell from the logistics angle you may want to look at pkoh.