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

To: Allen Furlan who wrote (11624)	12/19/2000 6:50:56 PM
From: Tomato	Read Replies (1) \| Respond to of 78516

Has this thread ever had an end-of-year single best idea portfolio? (I think the answer is no). Anyone interested in doing something like that? If so, does anyone know how to use the portfolio feature that some threads use? (BTW, if we do this, I hope there aren't any restrictions as to price or exchange listing that end up eliminating my choice, which is a bulletin board stock).

To: Allen Furlan who wrote (11624)	1/4/2001 9:37:51 PM
From: Paul Senior	Respond to of 78516

Arbitrage Play: Very smooth, Allen Furlan. SAJ acquisition worked out as good or better than you said. There was even a little lagniappe there too (Cajun for sumpin extra and maybe unexpected-- in this case, a 7c div). My sloth with SAJ resulted in another good arbitrage idea that I missed. (Sigh). However, the year is just beginning, so maybe I and others who are interested will still be able to capture a few similarly good plays in 2001. What you are doing afterall is similar to the methods employed by Dr. Graham and Mr. Buffett in augmenting their other investments, is that not so? Paul S.