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


To: Paul Senior who wrote (12290)4/5/2001 9:13:35 PM
From: Grommit  Read Replies (2) | Respond to of 78486
 
Hi Paul -- I am holding on to JBX.

I did not spend any time on the matter other than looking at the press release. I was thinking of buying a bit more before the press release, but never got around to it. I am happy holding. I also have DRI, OSI and APPB in restaraunt land.
quote.yahoo.com

I bought more GLW, an initial position of ORCL, and more TXN yesterday. Not bad timing, eh? :o)

I bought CAG last week, to get quality in a non tech sector. I decided "no" to IBC due to legal liabilities.

There are so many quality companies screaming to be purchased. My portfolio is gaining class every day. But I think I have done all the reshuffling I need for awhile. I will sit back and wait for the setiment to rebound.

(I sold off all my BARR, which I had a lot of, to fund my recent buying binge. And I sold a couple of losers which came back some/most of the way, after many months.)

I hope you still have NWPX. I wonder what's up. I started buying at 13, and added more in the $7s and $8s.
quote.yahoo.com

regards,