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

To: Paul Senior who wrote (11658)	12/29/2000 12:47:04 AM
From: rjm2	Read Replies (2) \| Respond to of 78535

AWX is very interesting. $14.11 book with $5.34 NCA, insider buying and a company buyback for $2 5/8. Sounds great. I don't know much about either ROSD or JLMC but they are both PROFITABLE which makes the discounts to book seem overdone. It will be very interesting to see how it all shakes out in the microcap world. SO MANY stocks trading well below private market valuations. But I guess with the speculation overall in the not to distant past its not hard to believe. I am feeling a bit more fear than ever before and as a result have been placing smaller bets than I otherwise would. But, in the past, buying when I was really fearful were the best buys. One more thing about net-nets, they can turn into growth or low p/e stocks too. So don't stick to closely to the 50% rule. GIII & NICH are 2 that I was buying at much lower levels and have more than tripled and still remain darn cheap. Sure, I have sold some, but not all. And there are always trading opportunities too. Speaking of trading opportunities, BONT was down to $2 today before rallying big. I bought more at $2.15. Lots of book value, insider buying and the reasonable prospect of 80 cents in earnings next year. EBSC...only one small insider buy reported. Makes me worry about this one. What do you think about HBI ? The market seems to think they arent going to make it. Certainly most of their book & all of their NCA will be eaten up fairly soon.