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

To: Paul Senior who wrote (11271)	10/12/2000 2:51:35 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78625

Starting a position in NCS. They make metal buildings. ncilp.com Doesn't seem like an exciting business to me. Still --they've got a pretty good record. Increasing revenues (a lot of which from acquisitions which have increased debt levels), okay ROE, not bad ROA, low p/sales, low p/e, low p/book. stocksheet.com ------------------------------ Making more adjustments in this funk market. Starting to trim positions again in BMY and ABT; selling some LI and SVGI (the latter two having received buyout offers recently - decided I'd rather cash out a bit now for further investments); selling Conseco (CNC) at a loss, also taking some losses in FDY and PATK.