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

To: James Clarke who wrote (11102)	9/1/2000 6:33:09 PM
From: rjm2	Read Replies (1) \| Respond to of 78748

I just wish I would have bought more GTSI. But you know, when the shorts & the pumpers get finished with it, and toward year end it may well fall to $3. SPOR...I scaled into it last time, then scaled out..and have been scaling back in. Good news is they have authorized another buyback. Wont start till after the 10k comes out.(?) I love the way they keep buying back stock but am a little perturbed at the LACK of insider buying. There was some last year but nothing since.. "TOMLINSON, ROBERT G. CB 50,000 B 7/19/99 $4.03 - 88,000 D 8/5/99 3. EVEREST, JAMES H. DIR 5,000 B 5/5/99 $4.75 - 40,000 D 6/7/99 4. NORICK, RONALD J. DIR 10,000 B 4/30/99 $5.31 - $5.16 - 63,167 D 5/20/99 5. EVEREST, JAMES H. DIR 10,000 B 4/29/99 $5.10 - $5.00 - 35,000 D 6/7/99 6. AUGER, STEVE S. TR 1,000 B 4/28/99 $5.06 - 1,100 D 5/11/ " I understand they still keep in contact with the firm that was interested in buying them so time ago so i suspect eventually they will get taken out. From that perspective, I guess the share buyback means it may be awhile. They cant be buying back stock if they are in talks can they ? I keep thinking a big block is about to cross and they might mark it down to do so. Other than not catching the exact bottom, I see very little risk here other than "dead money" risk.

To: James Clarke who wrote (11102)	9/22/2000 5:18:58 PM
From: rjm2	Read Replies (1) \| Respond to of 78748

Back in GTSI today...$3.015-3.031. (About 50% off my sale about 3 weeks ago) Bought some APN which is at a big discount to book, the old Windmere. It had insider buying at higher prices. Also added to my GARP holding COHT...a steady 20%+ grower trading at about book and a p/e of 6-7. Took a flyer on PAUH yesterday at $1.03. It will be a 4-5 bagger or they will go belly up. Also continued accumulating AVCC under $2. Just over NCA and just over half of book value.