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


To: Mark Adams who wrote (12701)6/27/2001 1:28:15 AM
From: Paul Senior  Respond to of 78496
 
Mark Adams: Thanks for adding additional info. regarding TGP. Your post provides new and significant info for me.

aside: okay, now that this thread's alerted to TGP, for anybody who's interested, I'll try to move my next TGP comments, if I have any, over to the arbitrage thread.

Also, Mark, that link you provided regarding changes in the S&P indices says that retailer Gottschalks (GOT) will be removed from the Small Cap 600. That's also very important information to me. I will put GOT on my watch list now. There might be a good buying opportunity with it in a week. Stock already looks undervalued to me based on p/sales and my measurement model. I figure the stock, now at 3, is worth maybe 5 in a good market. BWDIK - I've been wrong many, many times on these retailers.

Paul Senior