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

To: Paul Senior who wrote (13130)	9/28/2001 2:43:06 PM
From: Paul Senior	Respond to of 78507

Adding to losing positions in ALVR, CJR, PD, SKP, TAXI. Reducing positions in ARG, BAMM. Eliminating small positions in AK, IKN, JBX, SBGI, TPR (gains) Eliminating small positions in CPTH, DPW, couple others I'm too embarrassed to mention (losses) Started small speculative position in Tiffany (TIF)

To: Paul Senior who wrote (13130)	9/28/2001 3:42:07 PM
From: Brendan W	Read Replies (2) \| Respond to of 78507

hi, paul... raising cash by selling bonds and trimming REITs. Adding to UNUMProvident (UNM), the leading disability insurer, at $25. Book is around $24, PE around 10x. I have thought for a year this stock is worth $40+ but the market keeps informing me that I am missing something. Anybody looking at The Limited (LTD)?

To: Paul Senior who wrote (13130)	9/29/2001 5:33:55 AM
From: Madharry	Respond to of 78507

I had no idea that lho had fallen so low- its on my watch list now too. I dont know enough about the hotel business unfortunately to know how much decline in usage effects profitability. what average breakeven occupancy rates?

To: Paul Senior who wrote (13130)	10/1/2001 7:49:58 AM
From: Bob Rudd	Respond to of 78507

Rant: WSJ "Accountants Say Attack Costs Aren't 'Extraordinary' Items" interactive.wsj.com Is this nutty or what? Serial restructurers like GM, LU, T keep putting the 'Same old, same old' in their statements as 'Extraordinary' with narry a hoot from the bean counter brigade, yet they don't see the WTC disaster as 'Extraordinary'? Where's Rod Serling? End of Rant.