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


To: jhelmers who wrote (12677)6/23/2001 8:10:37 PM
From: Paul Senior  Read Replies (1) | Respond to of 78526
 
Jhelmers: yes, PHSY discussed here recently. At least a couple of us have positions in it. To me, the stock's low p/sales indicates there might be some potential for stock price improvement IF PHSY can bring some of their revenue to the profit line. Hard for me to see this company going out of business - provides services people need. Still, just because I see them coming out of this okay, it's just an unsupported guess and doesn't mean they will.

I started my position at 19+, added at 17+, and will add more if stock drops to 15+.

AGRA looks like it might work out too. In an unpopular sector right now, is that right? For me, it's too new a company (i.e. short trading history) and too technical a company for me to understand enough to start with a position now. I haven't looked at it as a spin off candidate. So I defer to others who know the sector and AGRA's products and prospects and who can make an evaluation of its stock price to intrinsic value.

Paul Senior



To: jhelmers who wrote (12677)6/29/2001 10:41:22 AM
From: Bob Rudd  Read Replies (2) | Respond to of 78526
 
jhelmers: What are your current thoughts on CCK?



To: jhelmers who wrote (12677)7/25/2001 3:22:26 PM
From: Paul Senior  Read Replies (1) | Respond to of 78526
 
Oops. PHSY is going the wrong way (down)...again. I'll add a little more to my position here.