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

To: Paul Senior who wrote (11695)	1/3/2001 6:35:29 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78567

Hello, all: Just want to keep you abreast, in that George Putnam (the Turnaround Letter) chose Carnival Corp. as his pick of the month today after the close. I know some of us have been buyers of CCL, I am a former owner. Thanks for keeping us informed of Doc's picks to that kind gentleman. I was a swapper of T for WCOM 12/29/00 (I needed the gargantuan T loss!), so I feel pretty good about that one. I sold JPM into strength today, thought a 15% one day move on this one was a bit overdone.

To: Paul Senior who wrote (11695)	1/3/2001 8:38:54 PM
From: Madharry	Read Replies (2) \| Respond to of 78567

I know you and I own ICIX. anyone else?

To: Paul Senior who wrote (11695)	1/3/2001 9:29:28 PM
From: Blue Voodoo	Respond to of 78567

I'm not a pure value investor, but have occasionally posted value picks here before. I am indeed holding KEM. Another tech value I'm holding is CATS. I also bought GTSI when it was plugged here at around 3, but sold it when it jumped up yesterday. Will get back in at 3-ish.

To: Paul Senior who wrote (11695)	1/3/2001 11:04:40 PM
From: TwoBear	Read Replies (2) \| Respond to of 78567

Paul, I suggest we start just with this year's picks. That would simplify things plus it wouldn't give false returns from stocks that Burry picked. This would allow us to determine who has good ideas and who doesn't on the current idea posters. What do you think?