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

To: Paul Senior who wrote (12171)	3/14/2001 6:22:49 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78615

Another rough day for stockholders. I am surprised that I am not seeing bargain prices for stocks on my watch list. On the other hand, I am pained that I am seeing bargains in the stocks which I already own. Wasn't it Peter Lynch who said sometimes the best bargains are the stocks you already own? I don't like seeing so many bargains here though!! I gave up on my long term holding of Bank One today. I just cannot see the light at tunnel's end for this one. I sold half my position in Panamco (PB) which has had a decent move since I last posted on it. PB is a key KO bottler, and as I have said, imo a surrogate for a Buffett stock. I've just lost some confidence - it's hard for me to analyze this one and hold on to it at its relatively high price. PB's a bit different stock from the ones I buy based on the standard criteria I usually use, and that's affected my decision as well. I added to my position in LDP. I started a position in MPH. Although Championship Auto Racing (MPH) is embroiled in a dispute with its marketing agent, and MPH might also be limited by some long term TV contracts (I am guessing- have no facts), CART racing is an international activity that has very good demographics for advertisers and for continuing to garner fans to the sport. (all imo) Long term this stock could/should/might recover. Selling at a price twice cash and with no LTD, the operation provides some margin of safety. (That's a maybe and only my hope and guess.) Paul Senior

To: Paul Senior who wrote (12171)	3/26/2001 3:55:58 PM
From: rjm2	Respond to of 78615

Hey Paul, Sorry for the late response, I was in SI jail. They get mad when you expose shams. (I think they realize that were it not for scamsters & the idiots that follow them, SI would be even more dead) Regarding MAHI, I bought it years ago at $1.75. Right now, everyone is mad at magangement and not confident in their ability to make a succesful boys magazine. Clearly they havent been acting in shareholders best interests. Its their company and they will do what they want. The discount reflects that. I am holding my small stake and will keep an eye out for insider buying. The fear is we could be sitting at the same price in 2 years.