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

To: Madharry who wrote (11183)9/22/2000 12:30:44 PM
From: Wallace Rivers  Respond to of 78666
 
Any value players interested in ASO, getting a 20% haircut today, fresh lows? There are problems, but this one may be pretty cheap at current prices. Yields 6%. Disclaimer: no position currently.
Bought CAT today at 34 3/4. Slight resurgence of the Euro can't hurt, trade barriers with China being eased a positive IMHO.



To: Madharry who wrote (11183)10/1/2000 4:36:17 PM
From: Allen Furlan  Read Replies (2) | Respond to of 78666
 
Armin, off topic. I know you follow alsc closely. Do you follow issi? Deep sell off Friday and very pricey options. Quick look at company shows no reason for 24% drop. I am tempted to nibble with a stock purchase and covered option sale.


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