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

To: Madharry who wrote (11376)	10/29/2000 1:47:06 PM
From: Paul Senior	Respond to of 78625

Madharry, I hope the value in the stocks you've mentioned is recognized - I have positions in most. Still, I note a danger might be that these stocks are all holders of subsidiary/spin-off companies that are in high tech businesses. For investors looking for some diversification in other undervalued areas that might have their value recognized 18 months out, I suggest considering the airline industry. To my mind, the airlines are in pretty good shape to weather any typical cyclical problems, and their stocks have been taken too far down. I have small amounts of ALK, AMR, DAL, UAL. I am considering buying more AMR (under 30) and initiating positions in KLM and BAB. Paul Senior