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

To: Paul Senior who wrote (10710)	6/10/2000 8:45:00 AM
From: Grommit	Respond to of 78666

Paul, I may be overexposed to the retail sector, and I am certainly overexposed to the housing sector, but I do not mind in the least. My record is decent in retail and related. losers -- ANF, KM, AMES. I hate KM and wonder why I bought it. even -- JNY, MAXS (+ a little, sold), EBSC (+ a little , sold) winners -- BL, CLE, PLCE ++, ROST++ (sold), PSUN (new). Thinking of buying my ROST back again. Will probably do it next week. KSS is fun to watch. I has to crash and I would love to have the courage to short it. PSUN is a mental favorite, since I owned it for a nice while last year. TECHNOLOGIES -- CPWR is a tech I bought right before it crashed, and then I doubled up. It appears to be coming back. I still own PLT and relly think it is a long term winner with voice recognition and other audio uses of web/computers in the future. I posted on PLT a few times with no takers. It is a no brainer like SYMC (as many have posted), because they both are in a sweet spot sector. PS - Thanks to MB for INCY. quote.yahoo.com

To: Paul Senior who wrote (10710)	6/10/2000 9:15:00 AM
From: Grommit	Read Replies (3) \| Respond to of 78666

OT - Two more tech stocks worth mentioning: I think NSM is a non-obvious pick. I was lucky to buy last October and would be too jealous to buy in now if I did not already own it. But it is a fair price for someone who needs more technology exposure. Another sweet spot sector. I used to work there. biz.yahoo.com biz.yahoo.com SBSE. I bought this one before it crashed and am now above water. This may be a good buy in point. The profit margins have been historically small and other historical data is not impressive. But they talk a good story. Worth considering. Telecom and communications are the future focus of the company. biz.yahoo.com stocksheet.com