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

To: Paul Senior who wrote (11998)	2/13/2001 5:31:24 PM
From: TimbaBear	Respond to of 78961

I have positions in VII, REF and one that is not currently a NetNet any longer(but was when I bought it)... ARWM. I think VIAN, CLRS, and CPCL are showing negative earnings on the income statement. However, VIAN has positive Cash Flow from Operations(CFO), CLRS looks compelling because I get a NetNet value of approx. $14.80 vs. a current market price of around $8.00 and I think they can turn things around, and CPCL just moved into NetNet, and I haven't looked at their information recently enough to remember what I like about this one(if anything). Also I just looked at LU, because it has moved so low. However, I get a NetNet valuation of approx $2.29/share and it is not anywhere near that price now. I don't see a margin of safety for a stock that apparently is burning cash at an alarming rate (I get -$2.646 Billion for last year), is facing some sort of SEC inquiry, and just had their credit downgraded by Moody's. Timba