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

To: Paul Senior who wrote (10754)	6/22/2000 11:54:00 PM
From: James Clarke	Read Replies (4) \| Respond to of 78519

It feels like February again. I haven't done much trading since the recovery off the March bottom, and have wound up giving up a bunch of my gains. Sure wish I had sold Crane and Blair when I had an itchy trigger finger, but I didn't. Now they're back to buy range, though I still have decent profits in both. GPC has also nearly completely roundtripped a 20% gain. Yesterday I started redeploying a cash hoard. Added to SNH near 8 yesterday - little by little, that has become a huge position for me with an average cost around 9. Initiated a position in PCAR at 40 1/2 today. I'll buy CAT and probably add to NC tomorrow. I've also been buying a full position in SYM. Adding to ANF as well. I'll buy DE a few points lower. Almost done selling my REIT fund. I've still got a good deal of cash left, but with so many stocks at what I see as crazy prices, I just don't know what I'm waiting for. Others on my buy list: DCN, TRN, ETN, DOV a few points lower, GPC, CMH near 8, PD.

To: Paul Senior who wrote (10754)	7/5/2000 4:37:48 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78519

I'm getting more and more interested in the fallen angel CCL. Industry leader, less highly leveraged than its major competitor RCL, and the thing that is really starting to perk my interest is a possible peaking in oil prices. The cost of diesel has been a major drag on earnings. A caveat I need to remind myself about is pricing pressure and possible oversupply in the industry. How many new mega-ships can the industry withstand? Still, to be able to buy THE industry leader at this much of a discount...