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


To: valueminded who wrote (11202)9/28/2000 9:12:59 PM
From: rjm2  Read Replies (2) | Respond to of 78648
 
HGPI...
I have missed their last 2 conference calls but finally got a transcript of the last one. The deal with the original buyer is done with. Over. I had thought they were still working a deal on 3 properties with them.
The good news is several of their properties may be worth more for something OTHER than outlet malls and by shopping them individually, they will bring a better price.
As for GTSI, I am going to figure that the 13-d buyer who continues to accumulate around $3+ is more knowledgeable about the value of the inventory than either of us. So, a net-net with a savvy industry insider buying the heck out of it and volatility to boot. I never did get a large enough position however.

DIYH...the insiders just cant seem to get enough stock here.... EYNON, R. SCOTT DIR/VP 15,000 B 8/22/00 - 8/7/00 $0.72 - $0.53 - 150,000 D 9/28/00 .
And its a net-net too. My largest holding and I have bought more yesterday and today.

SPOR & HGPI are also large holdings. Cant figure the pullback recently.



To: valueminded who wrote (11202)10/16/2000 2:42:58 PM
From: rjm2  Read Replies (1) | Respond to of 78648
 
SPOR halted...apparently yahoo did not pick up their original PR. Does anyone have it ? Paste it here please.
Comments ?