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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (81378)	6/2/2000 7:00:00 PM
From: Mark Adams	Respond to of 132070

I agree that AR and Inventory increases need to be considered, especially in light of sales increases or decreases. The recent quarter deltas as noise so far, IMO. WRT BDG, the impression I got was their big market was the truckers, who still do buy retreads. I don't think of it as a buy, but it looks better than GT IMO. I'd never know BDG existed except for it turning up in the same sector as GT. I like CRS. I have an initial position established, and haven't found any hidden bombs yet. I don't expect much out of CRS short term, but have a 6% yield while I wait. Like a moth to a flame, I seem drawn to the industrial companies, hopefully midcap and ignored. There are better values in the small caps, but mutual funds are less likely to step in and buy smallcaps in a big way. I see a couple of familiar names in your post (FGH, LUFK, UFAB, PETD) but the others I'll have to check into. FGH is one I own, should probably consider adding a third in light of the recent settlement. Or before the settlement <vbg> if revisionist history is allowed. FIT is trading for less than cash on hand with no debt? I lightened a little today. Down to a 50% position in RTI, cut back on my regional banks exposure (though this is a sector of interest going forward). I'm currently grazing stocks for future buy orders, but in no hurry to throw money at stocks unless I find something so unloved that I can't resist. For now, it looks like another bear rally.