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

To: Knighty Tin who wrote (82346)	7/16/2000 2:04:09 PM
From: re3	Respond to of 132070

imo, time is as important as the near term peak on the nas. i think i'd back off from pooting at least until the aug perspiration is behind us, or the nas hits 5k.

To: Knighty Tin who wrote (82346)	7/16/2000 5:16:11 PM
From: Terry Maloney	Read Replies (1) \| Respond to of 132070

Michael & all, not to be missed: www2.uclick.com Doonesbury takes on the evil empire ... <g>

To: Knighty Tin who wrote (82346)	7/16/2000 6:58:39 PM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike: Is the 4600 target a swag or do you have a basis..I realize most of these businesses arent growing anywhere near their stock prices but fundamentals mean so little when their is so much money (via debt) sloshing around. As I look at the aggregates, it would seem that M3 is approaching double digit growth again. I am considering the following and would appreciate you thoughts on these companies: CA (buyrite), Synopsis, Genuine parts and Thomas and Betts. Also, I expect to pick up UCL on near term oil weakness. Very likely it will be high twenties next week.

To: Knighty Tin who wrote (82346)	7/17/2000 1:21:02 AM
From: Dave Feldman	Read Replies (2) \| Respond to of 132070

Mike, If we've been in a stealth bear market for a couple of years, it makes me more optimistic, not less. Since I've never invested where the action is, I'm finding more cheap stocks than usual, and for the first time in four years or so, I'm buying more than a couple individual U.S. stocks. I guess I'm what you'd call a boring Royce-like investor. Wondering if you, or anyone else here, have any feelings about some stocks that I'm thinking about dumping a little money in. If there's a theme it is that all are cheap by standard valuation methods, and are either in some trouble right now, or have earned money in ugly ways. WAC Leslie vs. Calvin Klein. Despite all of Warnaco's woes, it STILL seems awfully cheap). MOCO HGMCY (Harmony Gold) BNN (ex-Hees International, ex-Edper Brascan, now Brascan) The only one I own now is BNN, which is always cheap, always underperforms, but always finds a way to make money.