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


To: Paul Senior who wrote (12378)4/27/2001 1:25:19 AM
From: FR1  Read Replies (3) | Respond to of 78744
 
What does anyone think about MO as a good value play?

Bad Things:
1) Stock is at a high.

2) Stock is a good defensive play in a down market. We are not headed in that direction.

Good Things:
1) This admin does not seem interested in chasing after them in court so much.

2) Good dividend too.

Any comments?



To: Paul Senior who wrote (12378)4/27/2001 3:47:05 AM
From: Dale Baker  Read Replies (1) | Respond to of 78744
 
Hi Paul - lots of folks hate buying stocks that have already moved up, but the ideal 45-degree upslope chart just keeps going and going if the value is there. Have to climb aboard when you think the underlying fundamentals are right.

I had more than a dozen new highs in my portfolio yesterday, mostly energy stocks and a few other small cap value plays. Most had already gone up a noticeable amount when I first bought.



To: Paul Senior who wrote (12378)5/1/2001 12:04:38 PM
From: Allen Furlan  Read Replies (1) | Respond to of 78744
 
Restaurants, a speculation on eventual buy out. STRZ, star buffets with very large stake owned by CEO.http://biz.yahoo.com/prnews/010430/lam092.html
I will add on dips hoping they are correct in their forward guidance.
How about bche as an arbitrage play. I have been holding this one many moons. Dipped all the way down to 28+ last week. Still have to believe that management is sincere and if so the stock will be between 34-36 in a month or so.