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

To: Paul Senior who wrote (12604)	6/6/2001 8:32:37 AM
From: TimbaBear	Read Replies (1) \| Respond to of 78546

I'd like to offer up SLS for the board's consideration. I have a NetNet valuation of about $5.67/share, a Book Value of $8.65/share; Sales are increasing, they are FCF positive. May not be a rapid mover, but seems to offer a margin of safety, based on price to valuation. Timba

To: Paul Senior who wrote (12604)	6/10/2001 12:57:11 PM
From: MCsweet	Read Replies (1) \| Respond to of 78546

Not that it matters, but I was the one who first suggested MOVI on this board. Several times dating as far back as March 2000 actually (http://www.siliconinvestor.com/readmsg.aspx?msgid=13280205), despite major criticism each time. Not that criticism is bad, it is actually quite useful. My point is that few others seemed interested in a clear value stock. My next recommendation is fashionmall.com (FASH). FASH sells way below cash value ($2.17 mkt prc vs. 4.00+ cash) and cash burn has slowed significantly. I have been tracking FASH for over a year now, as it has been mentioned on the Low Price/Cash board several times. A few weeks ago, I finally bought in. I do not believe fashionmall's business is going to take over the world, but I am willing to bet on a chance for decent appreciation (50%) with reasonable downside risk. MC