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

To: Brendan W who wrote (13094)	9/21/2001 1:58:15 PM
From: TwoBear	Read Replies (2) \| Respond to of 78666

Recent Sells: CAT, JBX(had placed stop losses to protect gains on Monday before tragedy) SYMC (stop lossed out to prevent further loss) MAIR (bought on Burry analysis, stopped out on 20% drop, may reenter once the airline industry situation clears) TSG (Got out with nice gain a couple of months ago after it broke support. Lucky break.) FDX (Got out before tragedy when I decided I wasn't in for the same reason I bought) BLS (Finally cut loose of inherited position that had done well until the last two years) Recent Buys(all before Sept 11): AER - Burry pick once again, Buffett also holding I believe? LQI - Burry Again Still Holding: ADCT - Inherited from PAIR holding. Sold most after run to 45 but kept a little, bad mistake CMH - Should have sold. Still up, but not much MCO - Holding from DNB, has done excellent. Sold DNB due to uncertainty of their future plans EBSC - Still holding Clarke pick, Down a little but not much. Has come back recently. SNH - Have realized nice gains. Burry cut loose after management decided to have a new offering. Doesn't trust management. Held on to get recent div. and it went up but now has fallen back. May boot due to having LQI and AER. I'm about 60% cash now. Scott

To: Brendan W who wrote (13094)	9/22/2001 2:54:24 PM
From: Brendan W	Read Replies (1) \| Respond to of 78666

More buys. Bought Reebok at 19.20 (RBK). Previously, I had bought this at $8, $12 and $20s and sold this year at $30. Trailing PE is around 13x, 2001 PE is 11.5, 2002 10ish. It seems their competitive position has been restored from 1999. Over the last five years they have brought their debt down from $850m to $350m. Bought Black & Decker at $30 (BDK). The company is priced approaching a 5 year low. In the past five years the company has bought back 15 percent of its shares, and brought down its debt from $1.6B to $1.1B.

To: Brendan W who wrote (13094)	12/18/2001 11:30:42 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Brendan Watt, jeez. Nice moves in most (all?) of the stocks you've mentioned here 9/20 and subsequent that you were buying. I started to list 'em out - prices then and now --- but they all look like they're up!!. AMSWY, PIR, CX, ADCT, BK, RBK, BDK, ---- I stop. Nice going. Really nice. --------- What got me started is that I'm looking at CX again. I still have my position. Looking now at PRN (on the new lows list) as an addition or substitute within this sector (cement). If there's anybody here with an opinion on PRN, I'd be interested in reading it. (Thanks.) aside: I'll have to go back and look at your picks more closely, Brendan Watt. Just to assure myself that you've got at least one or two that have gone against you --- like the rest of us mortals. -g- Paul Senior