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

To: Terrapin who wrote (11746)	1/8/2001 3:54:36 PM
From: Paul Senior	Respond to of 78486

Terrapin, thanks for pointing out the Barron's article. I had missed it. I've had SBLU (the old SII) a while - have ridden it up and now down. It's undervalued now imo, so I will not be selling. The Barron's article mentions several of these beat up stocks. Imo, unless somebody is one terrific analyst regarding a particular company and technology, the stocks ought to be owned as a package deal. (Which is not the same as saying they all should be bought right now.) In owning a package, I am assuming that this enables one to minimize risk yet make a decent overall profit, as opposed to taking on more risk by betting on just one of these companies for a larger potential gain. I have, from the Barrons' list, NSI, EFII, CS, BMCS and ADPT in addition to SBLI. These have all been discussed before on the Value Thread; I figure there's at least one other poster here who has NSI or EFII or BMCS bought at the time of discussion when prices were lower than now (if I recall correctly). I have COMS on my watch list. (Had sold COMS and PALM in the spin-out play) Nice move on your part to pick COMS up below cash. I hesitated too long; now I'm waiting for a second chance. I don't know Viant. I look at Novell every once in a while, and I always wind up passing on it. (And so far, I consider myself lucky about skipping it.) I'm still smarting from '96-'97 disk drives and SEG in '00, so I've skipped Maxtor (a lousy reason-- I'll have to go back and look at it.) I have AAPL, Mike Burry's successful pick of a couple of years ago, also on my watch list. Same problem for me with AAPL as every other time -- I cannot make up my mind about it -- I'm waiting now to see if it drops to lows to see if it tempts me then. DCLK --- aaii carumba -- Some of us - I'm not the only one! - missed a good recommendation by Twister mid Oct. But now DCLK is back down near lows. Maybe we can get Twister to give us an updated DCLK opinion at this point??? Paul Senior