Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (10719)	6/13/2000 5:42:00 AM
From: cpabobp	Read Replies (1) \| Respond to of 78748

Paul, CS doesn't seem to fit? I briefly looked at them and can't see any reason to look further. Inside shareholder proposed selling from April & May, severe earnings decline projected at .05-.10 EPS for the year results in a PE in the hundreds. If you have any more information about value of potential spinoffs or sum of the parts analysis, I might look further, but right now I'll pass. Grommit, I also added to T.

To: Paul Senior who wrote (10719)	6/13/2000 3:27:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78748

FWIW I added to ALSC and ORCT and initiated a position in CMTO. Continue to like CEGE and MRVC but way overweight on both of those already. Initiated a position in FTHL two days ago.

To: Paul Senior who wrote (10719)	6/13/2000 9:16:00 PM
From: Grommit	Read Replies (2) \| Respond to of 78748

WNC - Paul, I am about to add to WNC also. A few truckers have recently announce a slackening of business and if they reduce capital spending WNC could be affected. I think the long term outlook is quite rosey however. As you know their trailers are hi-tech (for trailers, I mean) and a darn good company. TRID looks appealing. Sold my SBSE today after recovering my investment. Changed my mind on that POS and apologize for mentioning it here a few days ago. :o) TTFN.