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

To: Paul Senior who wrote (11633)	12/22/2000 1:43:08 AM
From: jhelmers	Read Replies (2) \| Respond to of 78602

thanks Paul. I still have the CCK and some OI. They may both have the potential to trade 10. I think the asbestos fears have been over blown(the more work I do on these two)and the business fundamentals should start turning this year for both franchises. Insider buying is good sign in both. The high leverage means there is certainly lots of risk. Hope I am not getting to greedy.... Seems like lots of opportunity elsewhere right now: WCOM, NITE, CLRN, ALV, HABK to name a few. Tax loss selling on former high flyers is out of control. Any thoughts on LMG/A. Finding that one very hard to value but owns a nice group of assets. Some of these names I already own from higher prices; but feel that the current prices will not last long. Would you agree? Regards, john