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

To: Brendan W who wrote (12298)	4/10/2001 4:46:38 PM
From: Paul Senior	Respond to of 78507

Brendan Watt, some nice choices you have, imo. I am just too darn slow in reaching for some of them. Missed JAKK at lower prices - still watching it now. Nice one day move in TAXI. Congrats to you. I missed that TAXI too. Saw the CNBC interview-- very upbeat. Stock may still be reflecting the company being brought to people's attention. I'm considering whether to wait to see if the stock drops back, or to hail TAXI near current price. MEL very likely will work out from $36. You may recall the directors rejected a buyout offer couple of years ago @40. ($80 pre split). Took a year for the stock to get back near and at 40 after the rejection, and that's when I closed my position. $36 now is a good speculative buy point, imho. Sorry I missed it.

To: Brendan W who wrote (12298)	4/12/2001 8:01:10 PM
From: Ryan Hess	Read Replies (1) \| Respond to of 78507

Brendan, What do you think about ET's price movement? I was thinking the long term story may be OK, but was wondering what your strategy was. I have some from last week at 6.11 What is your opinion on takeover speculation? Cheers, Ryan

To: Brendan W who wrote (12298)	7/3/2001 2:01:43 PM
From: Paul Senior	Respond to of 78507

Brendan Watt, hailing TAXI today. A neat little company that you've mentioned here. Nice business niches, nice dividend. Upping my small position today.

To: Brendan W who wrote (12298)	7/18/2001 4:13:33 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78507

Brendan Watt: Okay, following you into MEL now at a little higher price than your $36. Apparently unexpected earnings decline in yesterday's news, followed by at least two brokerage downgrades today. No matter (famous last words -g-)--- business and stock will recover, as they always have. (I hope) I'll start an small entry position now. Add more if/as stock declines further. MEL directors irritated me about 3 years ago by not accepting another bank's cash buyout offer of $40 for each Mellon sh. If I could believe the directors - which I can't - I'd have to guess that more than $40 is a fair value for the company (all else being equal now as 3 years ago, which isn't quite so). Paul S.