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

To: Wallace Rivers who wrote (11031)	7/31/2000 9:09:50 PM
From: Grommit	Respond to of 78519

CTS - APCC - KEM. I've been away for a couple of weeks and was happy to see some tech stocks become more reasonably priced. A few technology "value" stock which I recently added to my portfolio. APCC is an old love who I dumpped too soon and have rekindled the relationship today. CTS is one which has not been posted about on this thread, but looks mighty fine to me and I added last friday. After buying Motorola's component products division in 99, they are now the largest (north american) mfg of electronic components for wireless industry. Mot, General Motors and Compaq are largest customers. KEM also is appealing so I added some of that one also. Bought back some NSM also. Sold most PLT, just leaving a few for old time's sake and to keep on the mailing list. CAT, as mentioned here looks to be my next purchase. quote.yahoo.com