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


To: Jurgis Bekepuris who wrote (11258)10/11/2000 7:00:17 PM
From: Madharry  Read Replies (2) | Respond to of 78615
 
I think all of the stocks in my portfolio now qualify.



To: Jurgis Bekepuris who wrote (11258)10/12/2000 4:14:40 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78615
 
Sold last of ANF to buy APCC. Sold half TSG to buy ASYT.
Too late to sell BRKB, but may sell it on bounce to
buy more tech (AAPL, NSM, PRIA, CMOS, EGLS).

Jurgis - Tech or bust!

P.S. I am a contrary indicator! :-))))



To: Jurgis Bekepuris who wrote (11258)10/16/2000 2:50:20 PM
From: Bob Rudd  Read Replies (2) | Respond to of 78615
 
Just nibbled some MSFT as a value stock [Don't MSFT & VALUE look strange in the sentence]. Mid range scenario is for 18% growth on 1.88 '01 catching a 28 PE 5 years out. This kicks out over 19% annual. Cash flow higher than earnings. No debt. Lot's of intellectual capital.