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

To: Grommit who wrote (12223)	3/26/2001 10:06:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78625

Gutsy buys, imo, Grommit. I've still got GLK on my watch list from last year, and I STILL can't figure the Buffett attraction. BUT... I will consider a buy if it drops to $28. And I'm looking at AXP in which Mr. Buffett said he increased his purchases. Tough for me to step up. I'd guess PLT will recover - it's dominant in its field. I couldn't get my price on JAKK. Still under book value though. I'll wait to see if it drops back into the 9 range. I added to my positions in SCRA and exploratory position DVI. Apparently there are a few of us still around this thread who are still buying stocks!!

To: Grommit who wrote (12223)	3/27/2001 12:18:03 AM
From: jeffbas	Read Replies (2) \| Respond to of 78625

Grommit, I was thinking about GLW today. I noted the CEO said a P/E of (only) 20 was "nuts" last Tuesday. However, thanks to Wall Street financing hasn't there been in effect huge over-investment in this area, which will take a long time to work through? Do you have a view on SCMR?