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

To: Paul Senior who wrote (13194)	10/12/2001 3:00:36 PM
From: Brendan W	Read Replies (1) \| Respond to of 78523

Sold Doubleclick (DCLK) at $7.94. I'm now even on my "clicks" having offset Valueclick loss. I bought the DCLK at $6.07 on 9/24. I'm disappointed how the revenue continues to decline and that overall internet usage declined for the first time in September. Added to USBank (USB) at $17.03. This is an S&P100 bank thought of as a low-cost, efficient bank. The downward price stems I think from recently increased loan loss reserves ($1 billion). The dividend yield is 4.4% on 75c. Next year's PE is 9.4 on $1.81. Price to book is about 2.1 on $8.10 per yahoo. Moody's rates their senior debt at "a1" as of this month.

To: Paul Senior who wrote (13194)	10/14/2001 4:22:53 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78523

CVS interesting again? Do you have an opinion on CVS? This looks like a recession proof quality business with a few problems selling for a reasonable prices (PE about 16).

To: Paul Senior who wrote (13194)	7/14/2002 12:03:11 PM
From: Sergio H	Read Replies (1) \| Respond to of 78523

Paul, are you still following SCR.a ?

To: Paul Senior who wrote (13194)	12/9/2004 12:44:58 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

Larry S., I've re-looked at COF recently, and decided to pass. Sorry I missed it when it was near lows couple years ago, and I was looking at it. PVN: Believe we had a discussion on it here in '01 or '02, but as I look back at posts from that timeframe and my notes, I only see one post. PVN: Sometimes one can find a nice example showing benefits of averaging down. To wit: Bought initial exploratory position 10/5/01 @ $20.01/sh (ouch! ouch!) Doubled up 10/12/01 @ $13.40/sh. Added a few more 10/24/01 @ $4.13/sh. (That was some bad news drop.) Doubled that add 11/02/01 @ $2.81/sh. Added same amt. again 7/17/02 @ $3.24/sh. Sold 1/4 position 2/14/03 @ $6.03/sh Still hold remaining shares.