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

To: jhelmers who wrote (12716)	6/30/2001 2:03:14 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78957

This is strictly FWIW, as most of these don't fall into the value realm, but this is the thread I feel the most kinship to: Thurs. sold MSFT @ 73 - for once, I stuck to my discipline, said I'd sell on the DOJ news, although I expected a bigger spike. Second time I've traded it, got lucky both times. Fri. sold AVX @ 20.10 - got over 13% out of it, plus divs., in 6 months. Seemed to be locked into a range, earnings estimates are coming down, some insider selling. Got killed on SYMC, although still see value here. Including a prior sale, am at about break even. Looking at MCD, SLB (both possibly good oversold entry points), DECK as a deep value net-net play. Regards, and good trading, Wallace

To: jhelmers who wrote (12716)	6/30/2001 3:28:57 PM
From: Bob Rudd	Read Replies (2) \| Respond to of 78957

jhelmers - NITE: Retrospective valuation looks VERY attractive, but the GAME HAS CHANGED and prospective outlook seems very uncertain [WRHambrecht, an ardent follower, just dropped estimates and target]. The management shake-up doesn't help...the guys in charge look like traders out of their depth. NITE appears to be looking to change their business model as decimalization and trading activity have been unkind and ECN competition heats up. Best chance for nice pop on this would be merger/buyout, but a prospective buyer may find patience rewarding in terms of lower prices as business deteriorates. I'm torn between the retrospective value appeal and 'How are THESE guys gonna fix this?' going forward. What do you like about it and where do you see it going? bob List: quote.yahoo.com