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

To: Madharry who wrote (11093)	8/22/2000 12:09:40 PM
From: jeffbas	Read Replies (1) \| Respond to of 78515

ELK has some weak comparisons ahead of it, and is probably dead money for 6 months or more. However, it is a leader in two businesses (roofing and shielding of electronic components like cell phones), will make perhaps $1 in the Fiscal Year ending 6/01, and has a tangible book value around $8-9 (from memory). Earnings will recover to $2+ over a few years - long term $30+ stock. It would be a great buy at $10-12 in yearend tax loss selling, but not now.

To: Madharry who wrote (11093)	8/31/2000 11:50:44 AM
From: Madharry	Respond to of 78515

CEGE broke 30 today for about the dozenth time since i have owned it. i hope this time it rallys up from here with the fall rally. LDP trying to break 20. ALSC Seems mired at $25, and MRVC close to recent highs at $78. I took positions in ATHM and VOCL this week. VOCL is another of my business for free plays. it owns a bunch of ITXC and has cash- on a combined basis that is more than the market cap of the company last time i checked. Management quality is somewhat suspet however. I purchased a small position because it looked like it had reach of level of substantial technical support. ATHM is not quite as classic a value play however the market cap seems quite reasonable at this level when you look at the market caps of yahoo, and lcos, as compared to excite. and recognize that athm will have almost a guaranteed pipleine into several million homes in both us and europe. so it will have an additional revenue stream from providing the service as well as additional advertising revenues via excite. At these levels i really like my chances.