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

To: rjm2 who wrote (13071)	9/18/2001 5:15:18 PM
From: Bob Rudd	Respond to of 78659

Picked up STRZ, Sold modest position in BRKb 2148 [30% gain]; will look to rebuy at lower levels. I'm concerned another shoe could drop...more terrorist teams in US debka.com

To: rjm2 who wrote (13071)	9/18/2001 5:55:51 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78659

BEAV looks pretty good. But the stock drop with it is UGLY! What a drop in past two days! Yikes. I can't believe things are going to be that bad (as the stock drop implies) for a company that retrofits airplane interiors. (I assume there's got to be at least something done for increased security - new security doors, video cameras??) High debt/equity, but now selling below stated book value. And the stock has had a goodly amount of volatility. If the company isn't about to go bankrupt, the stock could hit 20 again (from 5 level today) if/when times are better, assuming times do get better. finance.yahoo.com So I screwed up my courage and am following you into this one, rjm2.

To: rjm2 who wrote (13071)	10/2/2001 4:08:48 AM
From: Gary105	Respond to of 78659

Super job on BEAV. Congratulations!