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

To: TimbaBear who wrote (11996)	2/13/2001 5:02:06 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78498

Thanks, TimbaBear. Looks like some good stock ideas to review. This list is a list of your netnet stocks that you are following, not a list of stocks in which you have actually taken positions, is that right? Because in your previous post you said you were not buying money losing companies, and at least a couple on your list are reporting losses. Paul S.

To: TimbaBear who wrote (11996)	2/13/2001 9:33:17 PM
From: Mark Adams	Read Replies (2) \| Respond to of 78498

Why is NPK sitting on $28 cash? Most are pretty small in the capitalization, and in total very exposed to e-commerce. Ok for a basket, I suppose, but as a small part of a larger portfolio, IMO. The small capitalization limits mutual fund interest, but then that's why they trade at the valuations seen. Insider sales at a couple. Bad sign when the insiders execute options at 3 cents and sell at $4-5 when the company has $3+ cash on hand. (VIAN) I think there are companies with comparable PEs and PBs, yet larger market caps out there. Not trading below cash though.