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

To: Paul Senior who wrote (12752)	7/11/2001 5:17:09 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78495

Hi Paul! Since that list, I have refined my analytical approach quite a bit. In the list, the only company I invested in was ARWM. Other investments that have met my criteria lately are: TUG, REF, SLS, HAKI(especially at the lower levels), AAPL, W, NITE(as a speculation only), and KAB. KAB has been and continues to be a fascinating play for me. I did the analysis based upon someone's recommendation on this thread. For purposes of discussion I'll say I bought 300 shares (which I did, in multiples). Now, a month or so later instead of 300 KAB, I have 300 XNR and 100 KSL. I am up about 12% overall in this purchase and the KSL shares are still not valued properly by the market. The reason for this is that KSL is going to pay $1.20/sh. dividend but, because the listing for that symbol is so new, none of the popular sites (like Yahoo) list it as having a dividend (it doesn't show up on my Reuters feed either). This is about an 8% yield at the current stock price. And this on a company with very sound fundamentals and a very nice cash flow. I figure we have until November when the first 30 cent dividend is paid before the stock price starts climbing to reflect a more appropriate yield. My WAG on a price is in the $20 area. Timba

To: Paul Senior who wrote (12752)	7/12/2001 10:34:07 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78495

I looked over the list and picked up DECK with EV/EBITDA under 2, STRONG FCF, despite a revenue sag this would be accretive to other shoe players at 3x current levels. Also picked up TSCM @1.22 Contrarian Net Net with 2.20 net cash they're gonna buy some shares back on the other side of reporting [can't now, till they report]. Everybody hates this on the boards, so I'm taking the other side despite cash burn concerns. Their April CC does a decent job of laying out their plan. As other Dot.bombs explode, competition for ad $'s declines. This is pretty wild-*ssed speculation despite the net-net, but it should be fun to watch - not a large position.

To: Paul Senior who wrote (12752)	7/12/2001 10:58:46 AM
From: sjemmeri	Read Replies (1) \| Respond to of 78495

HBP soaring to all-time high today. Was this in the VI thread portfolio? I've sold half of mine today. steve