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

To: Wallace Rivers who wrote (10788)6/27/2000 1:35:00 PM
From: James Clarke  Read Replies (1) | Respond to of 78510
 
Just doubled my DNB position when I saw it drop below 30 again and knowing that the catalyst (spin-off of Moodys) will come within months.

And speaking of spinoffs, it looks like Ralston Purina may be starting to work. There is more and more speculating going on about consolidation of food stocks. Ralston is one of the names with the best take-out story.



To: Wallace Rivers who wrote (10788)6/29/2000 6:22:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78510
 
Wallace, Armin, fwiw: X is a steel at current prices. -gg-.

Added to X today. Also American Airlines (AMR). Have had X since '98. (reply=4942.) Maybe this time around I'll remember to sell when (if) it's 50% higher.

Paul


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