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

To: Paul Senior who wrote (11218)	10/3/2000 1:20:21 PM
From: TwoBear	Respond to of 78666

I'm curious as to how many (if any) are going to hold their New D&B shares? Scott

To: Paul Senior who wrote (11218)	10/4/2000 6:50:29 AM
From: Grommit	Read Replies (1) \| Respond to of 78666

Does anyone follow the homebuilders besides Paul and me? Paul turned me onto WBB weeks ago. WBB just got an offer of $30 which they are rejecting due to the notion that WBB is in the sweet spot of demographics and have quite a more optimistic outlook for shareholders (they claim) than the $30 represents. I also bought KBH a couple of days ago. But I sold a few shares of the homebuilding companies with loftier PE's. quote.yahoo.com Out of curiosity I clicked on the insider activities of these few internets and found only pages and pages of sellers. hmmm.... If I'd have greedily purchased some of these like the many who had visions of paradigm shifts, well, I'd be sofa king angry. quote.yahoo.com Paul. I wouldn't touch RGR for a variety of reasons myself but always look at your picks. Good luck. And if I bought this one I wouldn't admit it to anyone. This is more socially unacceptable than admitting on this thread that you are buyng AMZN! :o) I will admit a bought some LU just for fun. I'll sell it on a bounce.

To: Paul Senior who wrote (11218)	10/14/2000 9:23:36 PM
From: Marc Fortier	Read Replies (2) \| Respond to of 78666

Paul, I am looking at RGR too. Like you, I am interested in the dividend and also think that there's some upside to the story, provided that the business don't lose too much steam ahead of us... As a dividend play, I also like FUN. You probably know that it's been a very good performer in the past. If you compare it to KO on a graph over 10 years, you'll be surprised to see how well it has done. Regarding RGR, I'd say, on the negative side, that it's definitely not a politically correct investment. As for the law suits, IMO they are futile and irrelevant, but they still have an effect on the stock price, I guess. I would ask a few questions at this stage: Do you think that the dividend is secure? When was the last time management has raised it? What will it do with the cash? Is an acquisition a possibility or, at the very least, could we expect a special dividend or a share repurchase program? What's your opinion? MF