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


To: Wallace Rivers who wrote (11329)10/19/2000 9:48:18 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78618
 
James, Wallace & others,

It's my fault again. I am buying tech in droves and
posted here about that. I am not implying it's
Graham's value (although Marty Whitman of TAVFX holds
some of the semi-equips). I was posting more on
Buffetology thread (MSFT, INTC, LU?, APCC?), but
it's pretty dead, so I posted here too.

And to answer all purist value investors: No, I am not
a value investor, but I am not a pure growth investor
either. I am "great companies at reasonable prices"
investor + special situations (semi-equips).
I am also not buying tech because of resignation or
disappointment. I am buying it because of a widespread
panic that knocked off 50-80% of some of the best
companies in the world.

Take care

Jurgis



To: Wallace Rivers who wrote (11329)10/23/2000 5:26:34 PM
From: Allen Furlan  Read Replies (1) | Respond to of 78618
 
Wallace, happened to see your mention of yell. Had last year because of inherent value and also as a play on logistic services using the web. Have been thinking of reviewing. Made a trip from D.C. to Cleveland and looked for yellow trucks, did'nt see a one. But I did see a couple hundred trailers in marshaling yard off the Ohio turnpike. Do you have any inkling on why?